Discussions
Customer Dashboards and Customer Records
OK. So we are struggling with something. We have been able to define a customer dashboard using the administrator role that uses a different form than the form used for a normal customer record. ie., we have a customer dashboard form and a customer record form. When attempting to publish the customer dashboard to other roles we discovered we are unable to assign a customer dashboard form separate from a customer record form in any role except the administrator. NS support has said this is as designed and filed an enhancement request. The behavior seems odd to be "as designed".