Navigation:  5 Using Total Enterprise CRM > 5.12 Dashboard > How to work with Dashboard? > How to create a new dashlet?

 

Dashboards contain items called "Dashlets", these are individual items.  The system will have a number of pre-defined dashlets, but for customization purposes you can create as many as needed.

 

For dashboard, you have to create a new dashlet. You can do so by following these easy steps:

 

Step 1: Select 'New Dashlet'

 

 

On ribbon, click the "Dashboard" tab.

Under Dashlets group, select "New Dashlet".

 

Note:

To edit any existing dashlet, double-click that dashlet from grid under "All Dashlet" or command and then move to Step-2

 

Step 2: Fill the Form

 

 

Here you can enter name, description, settings etc. for this new dashlet. Later, these dashlets will be used in dashboard.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.