SmarterWX Collaborate Ideas

Welcome to SmarterWX Collaborate Ideas, an interactive forum where SmarterWX users can suggest, discuss, and vote on product enhancement ideas. Feedback is a big part of how we work to improve SmarterWX. Your suggestions help us decide what improvements we make and which new features to investigate further.

Add a new idea Subscribe
1 VOTE
Created by Stuart McDonald
Created on Sep 7, 2021

RELATED IDEAS

Increase Reports for Users-Opportunity summary/details

Users want to see all their projects in a list and also where there is an opportunity against their projects. the report could be filtered for 1) the individual user 2) Organisation.

Only the administrator has access to the opportunity report. Users only have access to the data Currency report

User reports.JPG
User reports.JPG
Open full size
User reports.JPG
  • Attach files
  • Michael Ridger
    Reply
    |     Jan 31, 2022

    this is already possible. See search for opportunities for SW contact Farzad Ragim. I added a pivot table to filter by project and contact with who this opportunity is with.

    Opprtunities Fa...
    Opprtunities Farzad.xlsx
    Open full size
    Opprtunities Farzad.xlsx