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View your summary / my summary

When logged in as a user, you see "YOUR SUMMARY" on the dashboard, but this is about all quotes from all users of our company.
Can this be changed so that the logged-in user sees their own quotes/figures?

Ideally for the future, an account manager would also be able to see a total overview of what is happening with their own customers for which they are the external account manager.

Jira: TN-3930

Status: Done2 comments

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Comments2

  • Victor Raessen

    Team•

    Mar 10

    **Jan** (2024-10-24): Inmiddels zie je standaard als je het dashboard opent 'your summary' en alleen je eigen quotes. Binnen onze (kleine) organisatie zou het juist handig zijn als we hier meteen alles zien, dus ook de quotes op naam van collega's. Is de mogelijkheid in te bouwen om via settings/ admin te kiezen voor een default: 'My summary' of '[Company] summary'?
  • Victor Raessen

    Team•

    Mar 10

    **bram@salesbuildr.com** (2024-10-30): There is a option on the backlog to remember the last view you selected, and open that one the next time you log in. This should solve your question as well