Drill into appointments, add quick appointments, scroll through your calendar, and filter by appointment status. Note: Quick appointments cannot be added on the Company dashboard tab.

Display a report chart, drill into the associated report search criteria, run the full report, and use built-in animation.

View, filter, and carry out actions on lists. Can be linked to other list and record summary gadgets for dynamic filtering.

Add multiple CRM or web site icons to a single gadget. CRM actions include main menu actions such as Find Quote and New Lead.

View and drill into notification alerts, dismiss or snooze individual or all notifications.

View a Sage CRM record’s summary page. Must be linked to a list gadget to display data.

Displays an RSS feed. User name and password details can be preset for feeds requiring authentication.

Work with records from SData-compliant ERP systems or from a Sage CRM SData feed. Can be linked to SData List or SData Record Summary gadgets for dynamic filtering.

View an SData record’s summary page. Must be linked to an SData list gadget to display data.

Link to multiple lists from a single gadget. Lists can be displayed as icons, summary lists, or a pipeline graphic (for single lists).

Drill into tasks, add a new quick task, filter by task status, and switch between daily, weekly, and monthly task lists. Note: Quick tasks cannot be added on the Company dashboard tab.