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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

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[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

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[CMP]_Marketplace

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[CMP]_Dashboard

[CMP]_UserManagement

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[CMP]_Discount

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Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

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: <a href="https://salesbuildr.atlassian.net/browse/TN-3930">TN-3930</a>

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