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dashboard_and_search
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| dashboard_and_search [2018/12/03 20:01] – lisa.maloney | dashboard_and_search [2024/08/26 16:18] (current) – tina.robles | ||
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| The CRM Widgets can be configured on the Widget page. Click the dropdown next to the user name to access the Widget Menu. | The CRM Widgets can be configured on the Widget page. Click the dropdown next to the user name to access the Widget Menu. | ||
| - | {{:pasted:20181203-195745.png}} | + | {{:pasted:20240826-161535.png}} |
| Navigate to the CRM > Dashboard tab and the Available Widgets are listed. | Navigate to the CRM > Dashboard tab and the Available Widgets are listed. | ||
| - | {{:pasted:20181203-195848.png}} | + | {{:pasted:20240826-161610.png}} |
| To add a widget, click and drag the widget to the Selected Widget section. | To add a widget, click and drag the widget to the Selected Widget section. | ||
| - | |||
| - | {{: | ||
| Don't forget to click Save to Save changes. | Don't forget to click Save to Save changes. | ||
| Line 40: | Line 38: | ||
| Within the CRM menu there are 4 search options: Location, Contract, Opportunity and Task. | Within the CRM menu there are 4 search options: Location, Contract, Opportunity and Task. | ||
| - | {{:pasted:20181203-200052.png}} | + | {{:pasted:20240826-161812.png}} |
| Click on the menu option and the corresponding search grid will display. | Click on the menu option and the corresponding search grid will display. | ||
dashboard_and_search.1543867269.txt.gz · Last modified: 2018/12/03 20:01 by lisa.maloney
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