Good morning, Within an example, what kind of component should I use to provide information about competitors.
I think an option may be Related Action for a Record, but the best practice seems to me to be the Report.
I think it depends on the importance and need to see the info. For example,
- If you have a record for a customer and the competitors is something that everyone will want to see to tell that customer's story, and not necessarily take action, then put it on the record dashboard
- If you have a record for a customer and the competitors is something that NOT everyone will want to see and doesn't have a direct impact on that customer's story, and not necessarily take action, then put it on a related dashboard
- I would not recommend 'hiding' that info in a process (related action) if people may want to see and that is it or need to see to determine if they should take action or not
Hope that helps a bit
Thank you very much for the reply
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