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Modifying a dashboard template
User Requirement: Information Manager rights
- Click the My CRM | Dashboard tab.
- Click Template | Dashboard Templates.
- Ensure Template is selected.
- Highlight the dashboard you want to modify.
- Click Modify Details to change the name, description, or category of the dashboard.
- Click Modify Gadgets to change the gadgets on the dashboard. The template dashboard is displayed with a message that changes may affect other users.
- Any users assigned to the template will see the changes next time the assigned dashboard is accessed.
While you're working on new templates, you may find it useful to create a new category of dashboards called "Drafts" or similar. This makes it clear to other users that these dashboards are "work-in-progress".
See Also:
Adding a new gadget to a dashboard
Assigning users to a dashboard template
Deleting a dashboard template
Managing user dashboards
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