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• And more!
Check out this thread to learn more!
Interactive Custom Portlet/Postback
Hi all
I'd love to see if this was at all possible as I can't seem to get a way to do it, so anyway here we go...!
Background info:
I have a Custom Portlet which has a plethora of scripted searches.
First off it loops through the list of Employees whom are Sales Rep and in a given Team.
Next, it then searches for all Estimates for each Sales Rep, then all Sales Orders for each Sales Rep, then all Opportunities for each Sales Rep. They then view each Transaction Sum at each given Status.
The Client also has a Type of Sale for each Transaction, so the above is executed in another portlet but instead of searching via Sales Rep, they search by Type of Sale.
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