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Customizing Customer Dashboard
I am having troubling figuring out how to pull the data I want for each individual customer into their dashboard. It looks like I have to create seperate searches/reports specific to the customer, then link them through custom KPI's. Great, but I have 500+ active customers I would like to have this individual info available for. I feel there is probably something very simple I am missing, but I can't see it. If anyone has any input I would appreciate it. Thanks.
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