Differences

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--- dashboard_and_search [2018/03/20 14:50] – lisa.maloney
+++ dashboard_and_search [2024/08/26 16:18] (current) – tina.robles
@@ Line 4: / Line 4: @@
 **Dashboard Widgets**
-The CRM Widgets can be configured on the My Account -> Widgets page.
+The CRM Widgets can be configured on the Widget page.  Click the dropdown next to the user name to access the Widget Menu.
-{{:pasted:20180319-153320.png}}
+{{:pasted:20240826-161535.png}}
 Navigate to the CRM > Dashboard tab and the Available Widgets are listed.
-{{:pasted:20180319-153430.png}}
+{{:pasted:20240826-161610.png}}
 To add a widget, click and drag the widget to the Selected Widget section.
-{{:pasted:20180319-153610.png}}
+Don't forget to click Save to Save changes.  The # column indicates the order in which the widgets will display.
-Don't forget to click Save to Save changes.
 -----
 **CRM Widgets Defined**
@@ Line 40: / Line 38: @@
 Within the CRM menu there are 4 search options: Location, Contract, Opportunity and Task.
-{{:pasted:20180319-154554.png}}
+{{:pasted:20240826-161812.png}}
 Click on the menu option and the corresponding search grid will display.

Telus TPM Documentation