dashboard filtering to the current user using the dashboard.
Would be nice to have a Connectwise ticket filter that can be toggled on to automatically filter to the current user. Sample report would be to show tickets that are overdue but filtered down to my tickets based on my assignment on the ticket being in the past.
Current workaround is to require everyone to select their name manually. For missed scheduled tickets, the dashboard should show only that person’s past appointments—not tickets flagged because another technician’s appointment is in the past. This would give everyone an accurate personal work queue from one shared dashboard
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