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Posted: Mon Jul 09, 2018 2:35 pm |
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JuanML |
n00b |
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Joined: 09 Feb 2012 |
Posts: 5 |
Location: Guadalajara, Mexico |
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I have GoldMine PE ver 2014.1 and I want to create a sales dashboard that can filter the information depending on the logged sales user. Could this be possible? How can I configure this? |
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Posted: Wed Jul 18, 2018 9:35 am |
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DougCastell |
GoldMine Guru |
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Joined: 15 Jun 2006 |
Posts: 1639 |
Location: Los Angeles, CA |
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You would want to use the criteria <<~CURRENT_USER>> in your filter/query within the dashboard.
You can see an example of this in the GoldMine-supplied "Sales User Dashboard" data source(s) |
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