Dashboard Copy Manager

by Jackal Software

Administrators can copy dashboards from any user to any number of users, security groups, or roles. Save time logging in as individual users to set up their dashboards.

Cancel at any time!
Free Trial

#3159 - Dashboards deploy but the filters do not copy

Closed Bug? created by FibreCRM Verified Purchase 3 years ago

Hi filters don't copy when deploying the template. is this correct ? surely everything should copy when we deploy a template.

  1. shad member avatar

    Jackal Software Provider Affiliate

    3 years ago

    Hello. Thank you for reaching out to me. Filters should copy with the dashlets. They do in my testing at least. If the dashboards for the copy from user have changed recall the template needs updating by changing the assignment away and back.

    If it still isn’t working can you please give an example of a filter that isn’t working?

    Thanks a lot

    • fibrecrm member avatar

      FibreCRM Verified Purchase

      3 years ago

      Hi, hadn't seen there was an update to the plugin. I've update our version and all is working as expected.

  2. shad member avatar

    Jackal Software Provider Affiliate

    3 years ago

    Thank you for confirming

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 8.4.2
Rating

  • "An excellent addition to the SuiteCRM solution and one that is necessary when rolling out CRM to many users."

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

Organization Chart for SuiteCRM

Organization Chart for SuiteCRM allows users to view the structure of their organization and of their customers in a beautiful chart.

Dashlet Roles

Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
Administration Productivity dashboards admin Administration users