Vtiger Customization – Organizing Your Defaults Widgets on the Dashboard

Recently, a client asked us to help with a way to keep default widgets on the dashboard more organized. Some companies have dozens of default widgets, which can definitely get confusing. Our developers came up with a way to show each individual the dashboard tiles that are most relevant based on their role within the Vtiger system.

Depending on your role as a user, once you log into Vtiger, the relevant widgets will be displayed according to your job function. For example, if you’re a sales person you’ll see the sales dashboard, which includes default widgets that would pertain to your sales activities, goals, results, etc.. If you’re on the customer support team, you’ll see a service dashboard, and so on. Additional widgets can still be added at any time.

Sales Dashboard

Sales Dashboard

GM Dashboard

GM Dashboard

Want to learn more about this tip? Contact us any time for support.

 

 

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