Is there any way to pull quote data into a vendor ...
# generalj
J-Mack
05/19/2021, 8:58 PMIs there any way to pull quote data into a vendor dashboard? We have a custom field to track vendor, but on the vendor dash, the searches/KPI's I create return nothing.
k
KevinJ of Kansas
05/19/2021, 9:34 PMMaybe make your search available without login? Risky, but might work.
j
J-Mack
05/20/2021, 8:22 PMI don't mean for our vendors to see, I mean the internal Vendor Dashboard.
k
KevinJ of Kansas
05/20/2021, 9:39 PMDashboards shouldn't care where the data comes from
j
J-Mack
05/21/2021, 1:13 PMTrue, but quotes aren't logged on the vendor record, so how can there be a direct link to the open quotes KPI on the vendor dash?
k
KevinJ of Kansas
05/21/2021, 3:27 PMOh - you're talking about on the vendor itself? I don't know that you can do that.
KevinJ of Kansas
05/21/2021, 3:28 PMWhat you could do is non stored value custom fields based on a saved search which uses the filter by field, or sublists on your vendor.
j
J-Mack
05/21/2021, 4:18 PMYeah, we have sublists on the vendor, but I'm being asked to do a vendor dashboard snapshot of quotes and opps associated with the vendors on our items.
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