3 Replies Latest reply on Sep 15, 2012 8:23 AM by Epa

    Help creating "Dashboard"

    Epa

      Title

      Help creating "Dashboard"

      Post

           I'm almost finished designing my databse.  I now need to create a "Dashboard."  I am trying to create portals that contain data from ALL records.  For example, in each contacts record, there is a field for a follow-up phone call to be made.  When the user inputs data in this field, I want it to display on a dashboard sorted by what phone calls need to be made that day and for which contacts.  I need to pull data from ALL records though for this to work.  If it makes a difference, I want to pull data from other portals that are on other layout as well. Thanks