SugarCRM SupportKnowledge BaseHome Page and Dashlets

Home Page and Dashlets

The Home Page and Dashlets section includes topics covering working with and troubleshooting Sugar's Home module as well as dashboards and dashlets which can appear on the Home page, record views, and list views.

Topics

    In SugarĀ®, users have the option to add a Web Page dashlet to their home page dashboards. This dashlet is designed to display a specified external website. By default, the size of the Web Page dashlet can be a maximum of ten rows high, which does not always display the website properly. This article explains how to increase the Web Page dashlet's maximum height.
    When viewing a record in SugarĀ®, it is often useful to see additional data from related records without having to leave the current view. This can be achieved using a contextual List View dashlet in the record view's intelligence pane. All users have the ability to configure dashboards and dashlets from a Sidecar record view's intelligence pane. In this example, we will walk through displaying related account information from an opportunity's record view as an example.
    The My Closed Opportunities Gauge Chart displays your "closed won" opportunities. The gauge size matches the total number of opportunities assigned to you. The position of the line on the gauge and the number displayed inside the gauge matches

Last modified: 08/31/2016 03:03pm