Hey there,
Thanks for clarifying!
hmmm, I don’t think you’re able to see another module’s field on a Dashlet, Out of the box
(ie: Seeing an Account Field on a Transaction Homepage Dashlet)
The two closest solutions that come to mind would be:
- Create a new field on the Transaction Module
From this, you could create a Workflow or Logic Hook to populate this new field with the Account’s “funded_c” value, when the Account is related to the Transaction
Then, as you now have a field on Transaction with the same value, you could display this on the Dashlet
Or;
- Create a custom dashlet
Some links for this, if you’d like to take this path:
https://community.suitecrm.com/t/create-a-custom-module-dashlet/18981
https://www.urdhva-tech.com/blogs/creating-new-dashlets-based-on-default
https://community.suitecrm.com/t/how-to-bind-a-dashlet-to-custom-data/42226
I haven’t done this myself, but I imagine this will be notably harder
However, you’d have total control over the dashlet’s content