Sugar Express User Guide Version 5.5.0 Beta 2

Managing Sugar Dashlets

Sugar Dashlets are user-configurable panels that allow you to specify the items that you want to view on your Home page. A Sugar Dashlet displays a list of item records that is similar to the list view displayed on a module’s home page. Sugar displays a collection of Sugar Dashlets for items such as meetings, activities, and accounts on your Home page. You can configure each Sugar Dashlet to display the rows, columns, and filters that you need. For example, you can change a Sugar Dashlet’s title or choose to view only your items. You can add and remove Sugar Dashlets as needed.

You can also add Sugar Feed dashlets on your Home page. For information on Sugar Feed dashlets, see “Adding a Sugar Feed Dashlet” on page 24.

You can add multiple Sugar Dashlets of the same kind. For example, you can add multiple activity Sugar Dashlets and configure each one differently. By default, you can add a maximum of 10 Sugar Dashlets on your Home page, but the administrator can change this setting. You can also move a Sugar Dashlet to different locations on the page as required.

Note:

If you cannot add or move Sugar Dashlets, check with the administrator to ensure that the functionality has been enabled.

Developers can extend its functionality to provide users with additional capabilities.

To add and search for Sugar Dashlets

1.	Click the Add Dashlets button located at the top right-hand corner of the Home page.

The Add Sugar Dashlets menu displays in a separate window.

2.	To add a module as a Sugar Dashlet, click the module on the Modules tab.

You can add multiple Sugar Dashlets of the same type and configure each other differently. For example, you can add two Sugar Dashlets for Accounts and display different columns, filters, and so on.

3.	To add a Sugar Feed, select Sugar Feeds from the Modules tab.

For information on Sugar Feeds, see “Adding a Sugar Feed Dashlet” on page 24.

4.	To add a chart as a Sugar Dashlet, select the chart from the Charts tab.

You can add a chart dashlet to your Home page or to the Dashboard. The Charts tab displays pre-defined report charts under Basic Charts.

5.	To add a Jot Pad, or My Portal Sugar Dashlet, select it from the Tools tab.

6.	To search for a Sugar Dashlet, enter a keyword in the search box located above the Dashlet tabs and click the Search icon.

The search results display on the Search Results tab.

To rearrange and customize Sugar Dashlets

1.	To rearrange the position of a Sugar Dashlet on the Home page, point the cursor at its title, drag it to the new position and release.

2.	To customize a Sugar Dashlet, click the Edit icon adjacent to its name.

The properties dialog box displays in a separate window. You can choose different display columns, filters, and number of displayed rows.

3.	Click Save after you have made the desired changes.

To manage Sugar Dashlets

1.	To move a Sugar Dashlet, place the cursor on its title, press and hold down the mouse button and move it to the new location, and then release the mouse.

2.	To edit a Sugar Dashlet, click the Edit icon above it, update the information, and click Submit.

3.	To remove a Sugar Dashlet, click the Delete icon above it. When the system displays a message seeking confirmation, click OK to confirm its removal.

4.	To refresh a Sugar Dashlet, click the Refresh icon.

Adding a Sugar Feed Dashlet

You can add a My Sugar Feed dashlet on your Home page to view and post Sugar Feeds entries if the administrator enables this functionality. Sugar Feed enables team members to immediately notify each other when one of you creates a new contact, lead, opportunity, or case. Team members are also notified when a lead is converted and when a case or opportunity is closed.

Additionally, if the administrator enables User Feed, you can also post your status along with external links, images, and YouTube videos.

To add a Sugar Feed and the User Feed

1.	Select Add Sugar Dashlet on your Home page.

2.	From the Add Sugar Dashlet list, select My Sugar Feed from the Tools tab.

The My Sugar Feed dashlet displays on the selected tab of your Home page.

If the User Feed is enabled, you will see your username and a field to enter the status information to post.

3.	To post an external link, image, or YouTube video, in the My Sugar Feed dashlet, select the down-arrow next to your name and select Link, YouTube, or Image respectively.

4.	Enter the URL or path in the field corresponding to the drop-down list.

5.	Click Post.

The posted link, image, or video displays below.The posted information displays on the Home page for all users. When you perform an action such as creating a contact or converting a lead, the information automatically displays in the Sugar Feed dashlet.