Dashlets
Availability
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Overview
ProTracker Dashlets are user-configurable panels that enable you to customize your Home page to view information of your choice. You can edit, add, and delete ProTracker Dashlets.
A ProTracker Dashlet displays a list of records similar to a module’s List View. To sort a Dashlet by a column such as user name or start date, click the column name; to reverse the sort, order click the column name again.
You can add ProTracker Dashlets for modules, charts, websites, and tools such as My Activity Stream and Team Notices. You can filter records based on criteria such as date, status, and subject, and specify the fields you want to view. You can add a Dashlet to your Home page for easy access to records that you have marked as your favorites. Users can identify records as My Favorites and run searches based on the My Favorites filter.
Team Notices display announcements targeted towards the team to which you belong. Only users with administrator privileges can set up these announcements.
Jot Pad enables you to add a text area to your Home page to jot down tasks, personal or business- related, that you need to complete.
You can add multiple ProTracker Dashlets of the same kind and configure each one differently. For example, you can add more than one Activity Dashlet. By default, you can add a maximum of ten ProTracker Dashlets on your Home page, but the administrator can change this setting. You can also move a ProTracker Dashlet to a different location on the page by dragging it.
enables team members to notify each other immediately when one of them creates or modifies a record. For example, when you perform an action such as creating a contact or converting a lead, the information automatically displays in the My Activity Stream Dashlet; Team members are also notified when a contact is created or a lead is converted. My Activity Stream also enables you to post your status along with external links, images, and videos. Users with Twitter and Facebook accounts can view their feeds within My Activity Stream. Note: If you select the Show Full Name option in your User settings, your full name will display in My Activity Stream entries.
Actions
Follow the instructions below to perform tasks such as creating and customizing your dashlets.
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Add a ProTracker module |
You can add multiple ProTracker Dashlets of the same type and configure each other differently. For example you can add two ProTracker Dashlets for Clients and display different columns, filters, and so on. You can add a My Favorite Records Dashlet to display a list of records that you have marked as your favorites across modules. |
Add a ProTracker chart or report |
You can add a chart Dashlet to your Home page or to the Dashboard. The Charts tab displays pre-defined report charts under Basic Charts. Custom report charts are listed under My Saved Reports as well as charts of summation reports. You can add your team report charts as well as Global Team report charts. |
Add a Team Notice, Jot Pad, or MyActivity Stream |
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Add an external website or news |
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To edit a Dashlet: |
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Move a Dashlet |
Click anywhere on its title and drag and drop the Dashlet to its new location. |
Remove a Dashlet |
Click the delete icon (x) located at the top right corner of each Dashlet. |
Manually refresh a Dashlet |
Click the refresh icon located at the top right corner of each Dashlet. |
Modify the Auto-Refresh setting on a Dashlet |
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Filter what displays in Only My Favorites Dashlet |
Follow these steps to identify records as My Favorites:
Follow these steps to run a search on My Favorites records:
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Add a My Activity Stream Dashlet |
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Post an external link, image, or YouTube video in the My Activity Stream Dashlet |
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Display your picture with your posts to My Activity Stream |
Add a picture to your profile using these steps:
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Suppress posts |
Click Suppress adjacent to the post you want to suppress. |
Reply to a post |
Click Reply adjacent to the post. |
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