5,005
CRM refresh rate - view vs edit mode - the input file name changes - edit mode is correct - while view mode shows a older file some times
1)
2)
name changes.
any suggestions will be marked as verified
*This post is locked for comments
step 1: Created my dashboard. In your case, this has already been done by the colleague who is facing this issue:
Here, my view is 'Opportunities closing in Current Fiscal Year'.
Step 2: Edit the dashboard
Ask the colleague to navigate to the dashboard, select the required component and he will see 'Edit component' at the top.
Step 3: Change the view:
Here, i am changing the view to 'close Opportunities'. Do the same and save and close the dashboard.
Hope this helps.
@Sandeep,
Since it is a personal dashboard, you will NOT be able to verify the charts and the other components shown unless it has been shared with you.
I would recommedn you to ask your colleague to try out the suggestion I mentioned.
Cheers!
If you are NOT the system admin / equivalent privileges, then there is no way for you to fix someone else'e dashboards.
is the dashboard a personal one or a system dashboard?
Hi CRM Guy,
Can you please verify that the default view you have set for the charts in the dashboards are as required?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (