Procedures (general)

You can select columns and records and set the layout of dashparts on your dashboard.

Related topics:

  • Display the Dashboard
    You can access the Dashboard from any Ajera CRM application.
  • Select Columns for a Dashpart
    You can select the fields that display as columns for a dashpart.
  • Set the Layout of Dashparts
    You decide how you want your dashparts to display on the Dashboard. You can select the overall way in which dashparts are arranged. You can also drag and drop individual dashparts to the location you wish.
  • Add Records to Dashparts
    For dashparts that include a list of records, you can select which records to display.
  • Open a Record from a Dashpart
    For dashparts that include a list of records, you can open a record directly from a dashpart.
  • Remove a Single Record from a Dashpart
    You can remove a single record from a dashpart at any time.
  • Clear All the Records in a Dashpart
    For dashparts that include a list of records, you can clear entire current list of records.
  • Hide a Dashpart
    You can hide a dashpart that is currently displayed on your Dashboard. There must be at least one dashpart on the screen at all times. No data is removed or deleted when you hide a dashpart.
  • Hide All Dashparts Except the Current One
    You can hide all but one of the dashparts currently displayed on your Dashboard. There must be at least one dashpart on the screen at all times. No data is removed or deleted when you hide a dashpart.
  • Show Unused Dashparts
    You can add or remove any dashpart to which you have access. Your access is determined by your security role. Unused dashparts are those that you previously configured and hid, or that another user has configured and shared with your security role.
  • Delete a Dashpart
    You can permanently delete a dashpart that you created. However, if the dashpart is not a personal dashpart, then it will be removed from your dashboard and returned to the list of Unused Dashparts. It will not be deleted permanently.
  • Modify a Dashpart Name
    You can modify the names of some dashparts.
  • Remove a Dashpart
    You can remove a dashpart from the Dashboard and return it to the list of Unused Dashparts.
  • Reinstate a Dashpart
    If you have hidden or removed a dashpart, you can return it to your Dashboard.
  • Save a Dashboard for Other Users
    If you have the appropriate rights, you can copy the layout and data currently available on your Dashboard and use it to overwrite another user's Dashboard with the same layout and data.
Parent Topic: Dashboard Overview