FAQs in this section
What is My Sales Dashboard?
What is a Sales Leaderboard in Dashboards?
What actions do I perform on a dashboard?
How do I create a standard widget in my dashboard?
What action do I perform on dashboard widgets?
How do I create a mini-list in my dashboard?
How do I create a dashboard?
How do I add a customized chart to my dashboard?
How do I add the charts I have created to the sale dashboard?
Why is the date filters not being applied to your custom charts?
How do I disable the dashboard as my default screen?
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.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment