Jiwa

Hi, I want to be able to create another selection on the dashboards for 'CRM Admin Dashboard'. I can then create new st procs to display the same information as the CRM dashboard but NOT be restricted to the Jiwa user. This is for management so they can see the Overall Company Sales funnel, ALL Quotes, etc.
Any help will be appreciated. Thanks.

First, copy and rename the usp_JIWA_Dashboard_Indicator_CRM_* stored procedures. Modify them such that they do not limit the resultset by staff member.

Then, go and look at this sample, and modify it to use your modified stored procs:

viewtopic.php?f=27&t=613

Thanks will give it a go.

Hi, Never did get this additional dashboard created but another client has now requested a similar additional dashboard.
Scott I am not sure what Form I have to add to the Forms to allow this plugin to be added to the menu as a selection.
The plugin states
'An entry will need to be made to the SY_Forms table by opening the Form Maintenance form, and adding the CRM form defined in this plugin. Then quit Jiwa, log back in and add the new form to a menu via the menu maintenance form.'
I can't find any reference to the Form required to be added in this plugin? so can't get any further. When I try and add a form to the Form Maintenance I can't seem to select any forms and not sure where to point it?
Thanks.

1. Open the Forms maintenance form under System Settings
2. Add a row by selecting the Form Type of Plugin in the drop-down combo

3. Press the lookup button for the Assembly Full Name - a search window will display showing a list of plugins. Select the CRM Dashboard plugin

4. in the Class Name drop-down combo, select the CRM class name.

5. Save
6. Exit Jiwa and log back in, you can now add this form to a menu via the menu maintenance form.

Thanks Mike that worked a treat!
Any chance you have another plugin or can create one for the 'Generic Dashboard' that I can use as a base to modify for a new warehouse dashboard by removing Drs and Sales Graphs, etc?
Thanks

Here you are:

Fantastic, thanks.

Sorry to trouble you again on this issue. Unfortunately the client is still on V175 so this plugin won't compile. I am not sure what to replace 'manager' with - see error list.
Any chance of this plugin for V175? Ta.

Hi, is it straightforward to get a plugin for the Generic dashboard for V175 and if so should I just try and edit the V721 one?
Thanks.