Dashboard inside of issues - Base filters on Primary Contact | Community
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Level 4
March 30, 2017
Archived

Dashboard inside of issues - Base filters on Primary Contact

  • March 30, 2017
  • 0 replies
  • 165 views

I'd be great if when you add a Dashboard to an issue if you could define what the field from the issue the dashboard is going to filter on.

Problem: We want to know extra information about the user that submitted a helpdesk ticket without having to dive into the user record. It'd be great if we could see Name, Email, Phone, Company Affliation from one place and we thought a report in a dashboard added to an issue would work for us but we can't filter the report based on the primary contact of the issue.