hi all 

 in the left side panel of accounts section i need to make metrics like these in the screenshot 

 

i know how to add them but i can't configure them i can't display date, what is total revenue n account ? also Customer Rating stars ?

 

please help me with screenshots how to configure all of them 

 

thanks all 

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Hello Ibrahim, 

 

It's possible to add the same metrics for the Accounts section on the dashboards once the record page contains the corresponding columns (rating stars, date). Same situation with the Total revenue, you can display it, once there is a corresponding field. However, it won't be possible to display it with a help of metrics in case the corresponding filed is missing and the value is being calculated in accordance with some formula. 

 

 

Should you have any questions, please let us know. 

Best regards, 

Anastasiia

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We've been using the Calculated Metrics addon for some time now, but just recently, it's started showing the wrong list for the object lookup.

Item 'a' correctly shows just the objects:

https://i.imgur.com/B4JZwbB.png

 

Items 'b', 'c', and 'd', however, show what appear to be pages:

https://i.imgur.com/HIMwOVP.png

 

If you scroll all the way to the bottom and load the full list, it seems that it might contain both:

https://i.imgur.com/B0eTvrl.png

 

But this is both inconvenient and rather unintuitive for our non-technical users, given the inability to distinguish between the identically-named pages and the object itself, as well as the fact that the objects don't initially appear in the list.  Is there any way we can correct the filter on these lookups?

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Hello Darian,

Kindly specify the Creatio product and version that you are using. This info will help us reproduce the issue.

 

Thank you.

Alexander Demidov,

 

Sales/Service Enterprise, version 7.16.3.1473.

Hello Darian,

 

 

Thank you for the information provided. I have reproduced the issue and submitted it to the responsible team. I will let you know of any updates.

Hello Darian,

This is to inform you that we have published the updated package on Creatio Marketplace. Please install the add-on and check for the updates.

 

Have a good day!

Alexander Demidov,

 

Thanks, looks good.

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