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Consider how the default "My Tasks" component (I think I am using this term correctly) within the home tab works. You get a list of tasks that can be filtered by various criteria.

 

Is it possible to add a "My Opportunities" component to the home tab that would function similarly? In appearance it would be very similar to the "My Tasks" and could be filtered. So when you login the home tab would feature open tasks for that day and open opportunities?

 

I could create a report then add a link to that report on the home tab. However, that solution is not very elegant.

 

And, I realize it is quite simple to create a custom "view" within the opportunities tab. However, I seem to spend more time in my home tab and it would be nice to have this "component" available.

 

Thanks.
2 answers
  1. Jul 14, 2014, 12:18 PM
    Home tab customization

     

    Is it possible to add a "My Opportunities" component to the home tab that would function similarly?
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