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Changing content directly from the classic dashboard page
- You can minimize, restore, or remove dashboard content by clicking the icons in the top right-hand corner of the content panel.
- You can change the columns that appear on content panels, and reduce the size of wide content panels, where you see the Customize Columns icon in the top right-hand corner of the content panel. Note: If you remove columns on a content panel, they will stay hidden, even if you remove the entire dashboard content panel, and replace the content panel later on. To unhide columns, click the Customize Columns icon and check the boxes next to the hidden columns.
- When a list of content is longer than 10 records, or longer than the Grid Size set in My CRM | Preferences, then a View All option is available. Click it to view all the records of this content panel in a new browser window.
- When a Calendar or Tasks list is longer than 10 records, or longer than the Grid size set in My CRM | Preferences, then a View Calendar option is available. Click it to access the Calendar tab.
See Also:
Editing classic dashboard details
Modifying classic dashboard content
Adding saved searches to a classic dashboard
Adding favorite reports to a classic dashboard
Adding report charts to a classic dashboard
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