Add a Dashlet

Smaller, floating windows shown on the main screen are called Dashlets.

Additional dashlets can be added as required.


Step 1.    Log into your CRM database (refer to Logging On for further information).

Your homepage is displayed with your current dashlets.

Already logged in, click on Dashboard at the top left of your screen
Dashlets displayed

Step 2.    To add another dashlet

Click on Add Sugar Dashlets

Look to the top right of your screen

Step 3.    The “Add Sugar Dashlets” popup box will appear

Click on the Modules Tab
Click on a module on the list -> This will add that dashlet to your Dashboard

You need to click on the Module to add it, drag and drop won't work.
Pop up box

Step 4.    Close the “Add Sugar Dashlets” popup box

You will see the selected Dashlet is added on your Homepage.

Not able to see the X (close) button at the top of the popup box, 
don't panic, click on the Dashboard button top left of your screen next to the Activities Menu.
This will close the popup box

Further Information

For further information on Dashlets, refer to the following articles:

Updated on May 10, 2022

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