Open topic with navigation

Get link | About Sage CRM editions

Adding a gadget template to a dashboard

Gadget templates are predefined by a System Administrator or Info Manager. A user can select a gadget template and add it to their dashboard. Once the gadget is on your dashboard, you can customize it to suit your needs.

1. Make sure the dashboard you want to add the gadget template to is displayed on your workspace.
2. Click New Gadget | Choose Template. The Gadget Template dialog box is displayed showing a list of all gadget templates grouped by gadget type.
3. Select the check box next to the gadget template that you want to display on your dashboard.
4. Click OK. The gadgets are displayed on your dashboard.

See Also:

Gadget quick reference

Adding a new gadget to a dashboard

Editing gadget content

Linking gadgets

Modifying gadgets

Adding a template gadget

Sage CRM user assistance PDFs  Sage CRM guides	Product information Version 7.3 Copyright © 2014
Sage CRM videos  Sage CRM tutorial videos  More videos	Company information Sage CRM 3096 Lake Drive Citywest Business Park Citywest Dublin 24 +353 1 618 7803 http://sagecrm.com
Follow Us

Open topic with navigation