Home  >   FAQs   >  How do I create a mini-list in my dashboard?

How do I create a mini-list in my dashboard?

Table of Contents
A mini list can be created using records from any module in Vtiger CRM.
For instance, as a sales rep, you can create a list of all the deals that you are working on or a list of all the events that you are a part of.

Follow these steps to add a Mini List to your dashboard:

1. Click the Add Widget button displayed on your dashboard.
2. Click Add Mini List.
3. Select the following information to create the list:
  1. Select a module.
  2. Select a list.
  3. Choose the data fields you want to display in the list (maximum six fields).
4. Click Add this list.
Was this FAQ helpful?
0  out of  2  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.