Dashboard Data Table Missing Lead Error

Austin F. shared this question 3 years ago
Answered

Hello,

I have what I believe to be an error happening from our Coming Events Dashboard Data Table. We have successfully recreated the Coming Events Table that can be found on the Overview page of the old IO user interface (UI). However, we have discovered a bug in the new IO user interface display. The client appears in the old IO UI's Coming Events display, but they do not appear in the new UI's Coming Events. At first I thought it may have been an error due to our configuration, but I can't seem to fix it and it's an isolated incident from what I can tell. I have attached screen shots showing the problem. For confidentiality purposes I will only be displaying first names of relevant clients/leads. Jennifer is a client who has paid in full and confirmed their event. Heaven is a client that has contracted and has a remaining balance of $636.00. You will notice that there are other contracted leads available in the New UI Coming Events display.


TL;DR: In the new UI a client's balance due shows being shifted to a separate client's (that has already paid in full) balance due. They are properly displayed in the Old IO interface, but not the new ones. Can provide additional information such as Lead ID's and reports/filters used for New IO interface dashboard display upon request. Thank you!

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