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Get link | About Sage CRM editions
Modifying classic dashboard content
- Click My CRM | Dashboard.
- Click the dashboard you want to modify from the drop-down list at the top of the page.
- Click the Modify Dashboard icon. The Dashboard Content page is displayed.
- Modify the content.
- Click Save. The modified dashboard is displayed.
See Also:
Setting up a new classic dashboard
Changing content directly from the classic dashboard page
Editing classic dashboard details
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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