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Dashboard creation - adding a list of email messages related to cases

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Posted on by Cat_Car

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Hello,

I am working on creating a new dashboard for agents and I want to add a view of the incoming emails related to the cases the agents are working on.

In my solution, I created a report based on the records "Email Messages", but is that the right thing to do?

Afterwards, I go to my new dashboard and click on list to get my new email messages list, but I do not see it. What am I missing?

Thanks in advance for the help.

Cat_Car

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Cat_Car 151 on at

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Dashboard creation - adding a list of email messages related to cases

I finally figured it out. The email messages are in a table...did not expect that.

So I added the table Email messages and then was able to create a view in order to add it to the dashboard.

Cat

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