CiviCRM Community Forums (archive)

We're implementing CiviCRM for a Dutch housing corporation. CiviCRM will be used to store basic information on relations, relevant activities (activities tab) and activities in Cases.

For both general activities and activities from cases, individual employees use the two default CiviCRM dashlets “Activities” and “My Cases” to track activities assigned to them or cases they have a role in.

While testing with one or two people, that seemed to work alright. We had to refresh the dashboard each time we went there, which was a bit of a nuisance and confusing (it initially shows data from whoever refreshed his dashboard last). 

Now that we've tested it with a larger number of people (10), it turns out end-users tend to forget to refresh and  start dealing with and editing activities not assigned to them without realising it. They don't check each time if the activity they are looking at is actually assigned to them, which, in all fairness, they shouldn't have to either.

The effect of that seems a problem in its own right: users do not trust the data they get presented on the dashboard. It feels as if it does not necessarily give them their data, but a collection of activities arbitrarily appearing on their screen.  Some of them claim they still sometimes get other people's activities after a refresh as well.

A workaround would be to let users react to the notification emails they receive, with the obvious disadvantage that doesn't give them an overview of their workload.

What we REALLY need is for the dashlets to refresh 'automatically' every time the user gets to the dashboard. The current functionality is in all fairness too user unfriendly to use.

Or perhaps add a bit of code to automatically refresh the dashboard, when the user first visits it.