{"id":13822,"date":"2017-02-28T04:59:13","date_gmt":"2017-02-28T04:59:13","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13822"},"modified":"2017-02-28T04:59:13","modified_gmt":"2017-02-28T04:59:13","slug":"hideshow-dashboard-in-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/02\/28\/hideshow-dashboard-in-crm\/","title":{"rendered":"Hide\/Show dashboard in CRM"},"content":{"rendered":"<p>It has been an amazing day today as I was aware that it would be one of the shortest topic ever written on any <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">CRM <\/a>feature. Well, today we will see about how we can hide\/show dashboard tab from <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">CRM <\/a>using one of the below scenarios.<br \/>\n<em><strong><span style=\"color: #993300;\">New Stuff:\u00a0<\/span><\/strong><\/em><span style=\"color: #993300;\"><span style=\"color: #993300;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/02\/23\/align-field-data-to-right-hand-side-on-edit-and-summary-screen\/\" target=\"_blank\"><span style=\"color: #000000;\">Align field data to Right Hand Side on Edit and Summary Screen<\/span><\/a><\/span><\/span><br \/>\n<strong>Scenario 1: Disabling Dashboard Tab for All Users<\/strong><br \/>\nIf Dashboard needs to be disabled for all the users then below steps can be followed.<br \/>\n1. Login to <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a><br \/>\n2. Go To <strong>Administration | System | System Behavior<\/strong><br \/>\n3. Click on <strong>Change<\/strong> button<br \/>\n4. Select <strong>\u201cNo\u201d<\/strong> option from Dashboard Enabled field<br \/>\n5. Click <strong>Save<\/strong> button<br \/>\n6. Logoff and Login to <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a><br \/>\n<strong>Scenario 2: Disabling Dashboard Tab for Specific Users<\/strong><br \/>\nIf Dashboard needs to be disabled for specific users then below steps can be followed.<br \/>\n1. Login to <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a><br \/>\n2. Go To <strong>Administration |Advanced Customization | System Menu |Users<\/strong><br \/>\n3. Select <strong>Dashboard<\/strong> option from list<br \/>\n4. Enter Value in below given field<\/p>\n<p style=\"padding-left: 30px;\"><em><strong>SQL= User_userid=1<\/strong><\/em><br \/>\n<em><strong>OR<\/strong><\/em><br \/>\n<em><strong>SQL= user_primarychannelid=1<\/strong><\/em><\/p>\n<p>5. Click on <strong>Update and Save<\/strong> button<br \/>\n6. Go To <strong>Administration | Customization | Company | tabs<\/strong><br \/>\n7. Select <strong>Dashboard<\/strong> option from list<br \/>\n8. Enter Value in below given field<\/p>\n<p style=\"padding-left: 30px;\"><em><strong>SQL= User_userid=1<\/strong><\/em><br \/>\n<em><strong>OR<\/strong><\/em><br \/>\n<em><strong>SQL= user_primarychannelid=1<\/strong><\/em><\/p>\n<p>9. Click on <strong>Update and Save<\/strong> button<br \/>\n<span style=\"color: #993300;\"><em><strong>Also Read:<\/strong><\/em><\/span><br \/>\n1. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/cloning-interactive-dashboard\/\" target=\"_blank\">Cloning Interactive Dashboard<\/a><br \/>\n2. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/hide-interactive-dashboard-panel-for-non-admin-user\/\" target=\"_blank\">Hide Interactive Dashboard Panel for Non Admin User<\/a><br \/>\n3. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/22\/hide-new-dashboard-new-gadget-and-template-from-interactive-dashboard-for-non-admin-user\/\" target=\"_blank\">Hide New Dashboard, New Gadget and Template from Interactive Dashboard for Non Admin User<\/a><br \/>\n4. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/22\/remove-toolbox-from-gadgets-in-interactive-dashboard\/\" target=\"_blank\">Remove Toolbox from Gadgets in Interactive Dashboard<\/a><br \/>\n5. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/22\/remove-gadget-name-from-dashboard\/\" target=\"_blank\">Remove Gadget Name from Dashboard<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It has been an amazing day today as I was aware that it would be one of the shortest topic ever written on any CRM feature. Well, today we will see about how we can hide\/show dashboard tab from CRM using one of the below scenarios. New Stuff:\u00a0Align field data to Right Hand Side on\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/02\/28\/hideshow-dashboard-in-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,99,332,390,1,417],"tags":[907,909,1322,1340,1366],"class_list":["post-13822","post","type-post","status-publish","format-standard","hentry","category-configuration","category-dashboard-sage-crm","category-sage-crm","category-system","category-uncategorized","category-user","tag-dashboard","tag-dashboard-of-sage-crm","tag-hide-dashboard-of-sage-crm-for-specific-users","tag-hideshow-dashboard-in-crm","tag-how-to-hide-dashboard-in-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Hide\/Show dashboard in CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/02\/28\/hideshow-dashboard-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hide\/Show dashboard in CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"It has been an amazing day today as I was aware that it would be one of the shortest topic ever written on any CRM feature. 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