Tip of the Week - Embed View into Zoho CRM with Dynamic Filter
You can embed the views created in Zoho Analytics into Zoho CRM as a Web Tab using the Permalink of the view. Zoho Analytics allows you to dynamically filter your embedded views based on the user logged in. You can achieve this using Variable.
Using Variables you can embed the same report with different filters for each user thereby controlling the data that could be accessed by the users dynamically.
The following video illustrates how to embed with a dynamic filter based on the users' email address.
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System Variable Name
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Description
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System.login.email
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Returns the email id of the user who has logged in
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| System.login.firstname |
Returns the first name of the user who has logged in |
| System.login.lastname |
Returns the last name of the user who has logged in
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System.login.fullname
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Returns the full name of the user who has logged in
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You can also use your own custom variable.