Add an Info Center Dashpart

You can add dashparts that link to the Info Centers that you use most frequently, and populate these with the Info Center records that you use most frequently.

To add an Info Center dashpart, complete the following steps:

  1. Click Dashboard at the top of the screen.
  2. On the toolbar, click Configure.
  3. Click Add System Dashpart.
  4. Enter a name for the dashpart.
  5. From the Dash Part Types drop-down list, select the Info Center.
  6. Click the Configure button to select the Info Center records to include in the dashpart, and then select one of the following actions:
    • Click Records > Add to select records from a lookup.
    • Click Saved Search if you want to populate the dashpart based on search criteria. You can use an existing set of search criteria or create a new set.