The Dashboard has the ability to show action reminders that have not been completed. When setting it up, we have the ability to pick which user's reminders to show. But when you view the dashboard, it may show no action reminders, or more than what is assigned to the user selected. The dashboard is showing action reminders created by that user, even if they are assigned to a separate user.
We are currently evaluating this issue and will update this article when we have more information.
Steps to Duplicate
1. Log into The Financial Edge 2. Go to Dashboard, click new. 3. Scroll to Shared, and choose Action Reminder 4. Select the Record Type and set the user(s) 5. Click ok, and the dashboard will refresh the data from the database. 6. We will get a list of action reminders, that were created by that user, not ones that are only assigned to that user. If the user has not created any action reminders, there will be no action items.