FAQs in this section
What is My Sales Dashboard?
What is a Sales Leaderboard in Dashboards?
How do I create a dashboard?
How do I create a standard widget in my dashboard?
How do I create a mini-list in my dashboard?
How do I add a customized chart to my dashboard?
How do I add the charts I have created to the sale dashboard?
What actions do I perform on a dashboard?
What action do I perform on dashboard widgets?
Why is the date filters not being applied to your custom charts?
How do I disable the dashboard as my default screen?
Can I navigate to the Field sales app from the Dashboard in the mobile app?
What information does the Dashboard widget display in the Field Sales app display?
What can the Admins view in the Field Sales app?
What information can the agents view in the Field Sales app?
How do I create a notepad in my dashboard?
Table of Contents
You can make quick notes for yourself with Vtiger’s Notepad widget. Notebook content can have plain text and clickable URLs.
Follow these steps to add a notepad:
1. Click the +Add Widget button displayed on your dashboard.
2. Click Add Notepad.
3. Enter Notepad Name and Notepad Content.
4. Click Save.
You can also edit the content of the notepad using the Edit option.
Follow these steps to add a notepad:
1. Click the +Add Widget button displayed on your dashboard.
2. Click Add Notepad.
3. Enter Notepad Name and Notepad Content.
4. Click Save.
You can also edit the content of the notepad using the Edit option.
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