Name of Feature/Request: Make one change to a Widget on a Customer’s Dashboard change for all Customers’ Dashboards globally
What financial, time savings, or quality of life improvements will occur from this: Have the ability to make one change to a widget on one customer’s dashboard be able to change for all customers globally. Specifically with the sales order widget. | Frequency: Depends when new customers are being added, occurs often during cold months which is the busiest time of year. | Changes made to a number of Customer Dashboards is time consuming. Having the ability to make the same changes to 1 Widget on 1 Dashboard copying over to all Dashboards will be more efficient. This is specifically for the Sales Order Widget Settings.
Attempted Solutions So Far: Changes are only made for the person logged in and who made the changes for their own individual view.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hey Gabby,
I found a way to enable this individually but we would like the ability to see all of the customer’s previous orders right on the dashboard under sales orders. Right now, it is filtering out completed, lost and cancelled sales orders. We want them to be immediately visible on the customer dashboard. I found a way to change the filter individually for each customer dashboard, but I want the setting to take place across the whole system.
Thank you,Patrick | Previously accomplished: Changes made to an individual Dashboard only changes for the person logged in. No changes are made for other users.
StrivenID: 3202984