{"id":4589,"date":"2013-08-31T09:53:52","date_gmt":"2013-08-31T09:53:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4589"},"modified":"2013-08-31T09:53:52","modified_gmt":"2013-08-31T09:53:52","slug":"main-menu-items-gadget-on-interactive-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/08\/31\/main-menu-items-gadget-on-interactive-dashboard\/","title":{"rendered":"Main Menu Items Gadget On Interactive Dashboard"},"content":{"rendered":"

In big organizations you do not want your users to roam around in CRM to search for information hence you implement the dashboards for faster access to data. Using Interactive Dashboards it is also possible to have Main menu buttons on the dashboard itself so that they don\u2019t have to right click on options in Main Menu. It\u2019s all about saving few clicks. Here is how you can add Find company menu button right on the dashboard.
\nSteps:-<\/span><\/b>
\n1.Log in to \u201cCRM<\/b>\u201d.
\n2.Click on \u201cNew Gadget<\/b>\u201d.
\n3.Select \u201cCreate Gadget<\/b>\u201d.
\nPlease refer below screen shot for your reference.<\/p>\n

\"IMG1\"<\/a><\/p>\n

4.Now select \u201cMain Menu Items<\/b>\u201d as shown in below screen shot.<\/p>\n

\"IMG2\"<\/a><\/p>\n

5.Then \u201cGadget Wizard<\/b>\u201d screen will get open, as shown in below screen shot.<\/p>\n

\"IMG3\"<\/a><\/p>\n

6.Click on \u201cMain Menu Item<\/b>\u201d then \u201cDefine Gadget Menu Items<\/b>\u201d screen will open as shown below.<\/p>\n

\"IMG4\"<\/a><\/p>\n

7.The above screen contains three columns<\/p>\n

A)Action Type<\/b>:-Select <\/span>CRM<\/b>
\nB)Action:<\/b>-Select required option from list of available options.
\nC)Name:<\/b>-Give name as per your convenience.<\/p>\n

8.Please refer below screen for your reference.<\/p>\n

\"IMG5\"<\/a><\/p>\n

9.Now press \u201cNext<\/b>\u201d button. Then \u201cEnter Gadget details here<\/b>\u201d screen will get displayed.Please refer below screen for your reference.<\/p>\n

\"IMG6\"<\/a><\/p>\n

10.Type the name that you want to give to your created gadget, click Finish<\/b>.
\n11.Then new dashboard gets created with the entered name mentioned above.
\nPlease refer below screen for your reference.<\/p>\n

\"IMG7.\"<\/a><\/p>\n

12. On click of \u201cFind-Company<\/b>\u201d find company screen gets opened.<\/p>\n","protected":false},"excerpt":{"rendered":"

In big organizations you do not want your users to roam around in CRM to search for information hence you implement the dashboards for faster access to data. Using Interactive Dashboards it is also possible to have Main menu buttons on the dashboard itself so that they don\u2019t have to right click on options in\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,99,167,193,332,1],"tags":[907,1191,1441,2010],"class_list":["post-4589","post","type-post","status-publish","format-standard","hentry","category-configuration","category-dashboard-sage-crm","category-gadgets","category-interactive-dashboard-sage-crm","category-sage-crm","category-uncategorized","tag-dashboard","tag-gadgets","tag-interactive-dashborad","tag-sage-crm"],"yoast_head":"\nMain Menu Items Gadget On Interactive Dashboard - 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\/2013\/08\/31\/main-menu-items-gadget-on-interactive-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Main Menu Items Gadget On Interactive Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In big organizations you do not want your users to roam around in CRM to search for information hence you implement the dashboards for faster access to data. 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