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Is there a way to create a Sugar Dashlet that automatically lists your "Favorite Accounts"?

sheela viswanathan

Have a list of favorite accounts in "My Favorites", wanted this to be listed all time in my dashlet and set it up as my screen Dashboard.

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    Hi sheela viswanathan 

    This is pretty easy.

    You have to edit your home page, add a SugarDashlet (add a row then add a column). Choose List View, you will be redirected to configuration of an Account Dashlet.

    Set a Title, choose the columns to be displayed, set the Auto Refresh frequency.

    Finally you will setup the filters. Remove the filter "My Accounts", click on drilldown "Filter" and choose "My Favorites" and save it.

    You will see all your favorite Accounts in the newly created dashlet.

    Good luck!

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    Hi sheela viswanathan 

    This is pretty easy.

    You have to edit your home page, add a SugarDashlet (add a row then add a column). Choose List View, you will be redirected to configuration of an Account Dashlet.

    Set a Title, choose the columns to be displayed, set the Auto Refresh frequency.

    Finally you will setup the filters. Remove the filter "My Accounts", click on drilldown "Filter" and choose "My Favorites" and save it.

    You will see all your favorite Accounts in the newly created dashlet.

    Good luck!

    André Lopes
    Lampada Global
    Skype: andre.lampada
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