In this chapter, we will cover:
Filtering Contacts Dashboards
Filtering Activity Dashboards
Filtering Opportunity Dashboards
Filtering Admin Dashboards
Refreshing the Dashboard Data
You can filter the data in each of the components in a Dashboard to determine what information will appear. Each component has different filtering options based on the types of data that component displays. For example, an opportunity component lets you filter according to the stage of your sales process, and an activity component lets you filter according to the type of tasks that you want to display.
The filter options that you set for each component are sticky, which means a component retains its filter settings the next time you start up ACT!. An ACT! Manager or Administrator can permanently change the filters using the Dashboard Designer. In addition, the data security rules in your database take precedence over the filters you select, which means you won't be able to...