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Add ways to customize Workflow Monitors (Assembly, Prospect, Opportunity, etc) - Community / SalesPad Products - Cavallo Technical Support

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Add ways to customize Workflow Monitors (Assembly, Prospect, Opportunity, etc) Future Consideration

Other monitors have ways to modify the data they load, but these rely entirely on the core views. It would be useful to have a way to modify these without having to modify a base view.

Comment (1)

Cavallo IT

Thank you for this idea! It looks like the Sales Monitor and the Case Tracker Monitor use stored procedures to load their data, which support custom procedures for customizing how the monitor data is loaded. However, other monitors for Prospects, Opportunities, Assemblies, etc instead use the base views. We have created an internal case to investigate this further.