Edit a Dashlet

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

Dashlets can be edited to alter how they display information.

Instructions

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

Your homepage is displayed with your current dashlets.

Dashlets displayed

 

Step 2. To edit the dashlet, click on the pencil (edit) icon on the top right of the dashlet pane.

Edit icon

Edit options will be displayed.

Dashlet Edit Options

You can choose to change the title, change the number of display rows or filter the items displayed.

 

Step 3. To add an additional column to the dashlet, highlight the column and click the left arrow.

Column Added

The column Date Modified is added to the Case Management dashlet.

 

Step 4. Click Save

Column Added to dashlet

The new column has been added.

 

Further Information

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

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