vTiger - custom home dashboard

We need the ability to customize the home dashboard (My Top Open Potentials) on a per-user basis. Specifically, today the "My Top Open Potentials" shows potentials that are assigned to the user. Instead, we want it to be configurable to show potentials based on some filter. The potentials in this filter may or may not be assigned to the user who sees them in a dashboard.

The use case is that while potentials are assigned to specific sales people, these potentials are "related" to some department. Even though the potentials are assigned to sales people, the department heads want to be able to see them in a dashboard. We can create a filter to show only certain potentials that belong to a department (to show this in potentials). However, we also need the ability to see those filtered potentials in the dashboard.

This could be done by customizing the "My Top Open Potentials" to allow the user to select potentials based on a filter. Specifically, we add "Edit..." under "More...". Then when user clicks on edit, the UI shows a filter. Users can pick potentials based on a filter and click on Save. The information is saved on a per-user basis. When "all" is selected all potentials are shown (of course just the top all). When "assigned to me is" selected, as with default behavior, only assigned to me are shown. When the user clicks on "More..." the right filter is selected.

Please, see the screenshots.

Taidot: PHP

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Tietoa työnantajasta:
( 6 arvostelua ) Bridgeview, United States

Projektin tunnus: #429763

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Hello, Please check PM. Regards, Jerry

$500 USD 4 päivässä
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Hi, please check PM. thanks

$600 USD 10 päivässä
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I am interested.

$740 USD 25 päivässä
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Let us start.

$600 USD 20 päivässä
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I can do your job with a high quality and looks. I own my own company webcore solution and I have many good developers along with me. I am ready to get this project from you .. Please check the PMB for the details

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Hello Sir, If you give the opportunity to work I will surely deliver you a high quality unique [url removed, login to view] and regards.

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Hello, We are based in Waterloo, Ontario known as Canada's technological triangle. We carry a business insurance of 1 million$ to protect our clients. We have a team in India. We combine our top notch North America Lisää

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Hi, We use vtiger in our organization for sales process management and have customised it to a great extent to suite our sales requirement. We have PHP experts having good experience with vtiger and so we are intere Lisää

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