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Widgets
Widgets
- Evangeline Cruz
Owned by Evangeline Cruz
Along with Report Charts, you may also add custom widgets of your favorite apps and pin it for easy access.
How to Add a Widget
1. From the Object Navbar, click on the module to create a Widget for.
2. Click Widgets icon on the Sidebar.
3. The Widgets dialog box opens with a list of available graphical reports/charts and Custom Widgets added by your iCRM Administrator.
4. Click on the pin beside the report.
5. The Widgets pane refreshes and the report displays.
How to Remove a Widget
Removing a widget is just as easy as clicking the "x" on that specific widget.
Custom widgets can be created or added by the Administrator. Here is a link to How to create or add a Custom Widget. Here is a link on how to Update Dashboard.
