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Management Dashboard via saved searches
I am creating a management dashboard, which will have a number of business specific values. These values come from Customer, Vendor, Sales Orders, Invoices, Payments, Tasks, etc. Is there a way by using Saved Searches, & Workflows to create such a dashboard.
I am able to create non-storing fields, but when I try to source it via date I get "ERROR: Field value cannot be derived from search with no matching filter field unrelated custom record"
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