Edit dashlet content

The content of some dashlets can be edited to show/hide some to the data.

An editable dashlet can be identified by the presence of the Edit icon. When clicked the available options are displayed. These can include what data to display, or filters to restrict the specific data displayed (such as data applicable to partners, managers, etc. The options will vary depending on the specific dashlet.

Make the required edits, then click Save.

Example dashlet showing Edit icon highlighted. Example dashlet showing Edit icon highlighted.

Check the following topics to see which dashlets can be edited:

Staff dashlets

Client dashlets

Contact dashlets