Using A Company Interactive Dashboard to Create a Person Summary Screen

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Using A Company Interactive Dashboard to Create a Person Summary Screen

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A customer had the requirement to create a single screen with the basic contact details for the person plus information relating to that person's opportunities, case etc.  

By creating a Company Dashboard we can drill down into an individual person's details.  In the Company Dashboard below I have included a list of contacts associated with the company.  All the other gadgets are linked to this gadget so when the person is selected the other gadgets display is updated.  In the image below we can see we are looking at the information for the contact "Kieran O'Toole".  The dashboard can bring together all types of gadgets such as list gadgets and record summary gadgets and allow the user to carry out task such as workflow activities or send emails and schedule activities all against this one contact.

 

Just by clicking on the record for 'Garreth McDaid' we can now have all that contacts details brought together in a single screen.

 

And all without a single line of code.

 

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