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andrew_cummins
andrew_cummins
Helper ⭐️
August 17, 2016

Ability to add a case from a dashboard

  • August 17, 2016
  • 2 replies
  • 49 views
It would be awesome to have the ability to add a case from a dashboard similar to the c360 view and the add button. It would also be great to be able to do the same with Opportunities, Projects, and other related lists that are on a dashboard. 

      2 replies

      ben
      ben
      Helper ⭐️⭐️⭐️
      August 31, 2016
      YES! That would be awesome. I would also like to be able to edit and preview anything in a dashboard just like what is on the C360.
      -Ben
      andrew_cummins
      andrew_cumminsAuthor
      Helper ⭐️
      December 29, 2016
      It would be neat to have this for any record, ie cases, opportunities, tasks, etc. So on the dashboard there would be an add button on each report that opens up a general window to add that record and you would have to select the account name like you would in SF when you open up a case from the tab instead of on the account. 
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