bdamaren

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Thank you Michelle, I'm not sure if that is the same. I hope you can consider this slightly different question. For Vendors and Customers there is a dashboard format you can create. It is assessed through the dial icon and it seems to link to a custom entry form. It seems that you could even set the Dashboard Vendor Form…

in Can you create a Partner dashboard? Comment by bdamaren Jul 28, 2020 8:39PM
Thank you for the suggestion of the second custom record type of Completion Status. Sounds like it should work. I'm going to try to work it through. I have a field on the Training Course record called Course Name that is type free-form text. Would you see any issue with linking that field?

in Custom Record - Sourcing from a Parent field Comment by bdamaren Oct 27, 2017 1:04PM
Also looking for this!

in Budget vs Actual as KPI Comment by bdamaren Dec 21, 2015 9:34PM