Jon Darbyshire and other partners ( Vasken Bakalian , 889869d3-fc75-40a5-bef3-9c85b99c7a0b ?) - any idea on how to execute on a client dashboard? Imagine if we wanted to see summarized data about a particular client - account level details, tasks that pertain to them, communications that pertain to them, charts, etc.
My instinct would be to create a dashboard, and I would want a dashboard-level filter to filter on Account ID (updating 4 widget filters individually would be cumbersome). Any other approaches that could work in the interim, or should I log a new feature request?
I think the best current implementation would be to just use the record view which is limiting but can achieve some of it.