Widgets

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.