Customer Dashboard Information Display

Greetings! I would like to know what doctype(s) to enable or disable to control the viewing of “Total Billing This Year:” in the dashboard display of Customer.


No, you can not enable or disable this through DocType.There is no such options.
you need to do some changes in Code.

HI @airzoink,

Total Billing This Year field is dependent on user role, Only Account User and Account Manager users can view the Billing information on Customer Dashboard.



Noted! Thank you for that. I will try to explore those two user roles.

Even Sales User the Dashboard is being displayed . How can I restrict for the user.