Questions How to make a reminder dashboard on Acumatica ?
I,m a new worker on this ERP an I'm looking for an advise to build a Dashbord to a sell team.
But, the problem is when I try to make a widget, I don't find the way to filter the reminder from CRM activities as a widget.
Finnaly, I just wanna make a widget called "Reminder days" with every remind of the day for a seller by exemple.
Could you please help me ?
Best regards to all of you.
So it would just count a person's sales activities that are set to remind them sometime today?