Dashboard

The iEnterprise CRM Dashboard is designed to provide a snapshot into any of the modules as per user preference. 

Each user can configure his/her personal page by removing or adding Dashlets such as Favorites, Followups, Calendar, Local Weather and Charts from all modules.

You may choose to make the Dashboard automatically opens when you sign-in to your iCRM by making it the first module on the left.

 Multiple Dashboard can be created as per preference.  

How to update Dashboard

1.  Click Dashboard from the Modules bar.

2.  To add an item, click Add New Dashlet drop-down.

3.  Options that are not yet on the dashboard displays like Calendar, Favorites, Local Weather, Followups or Charts.

If Charts is selected, another selection opens listing all Report charts available in the module if user has access to them.

4.  Once selected the dashlet is added at the bottom of the page. You can drag and drop it to desired location afterwards.

5.  A dashlet can be removed by clicking on the x icon for that item.