Focus Drawer

Hello! We wil be moving over to SUGAR Sell in 2 weeks. Would like to set up the Focus Drawer after upgrade. Wondeirng how others are using this feature. What are you finding to be wel received/useful? Are these "mini dashboards/dashlets? Nina

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0 Chris Pennington over 1 year ago

Hi Nina, rather than a dashboard you can think of a focus drawer as a convenient way to view and edit a record without having to open it in a separate tab/window. We call it ‘one-tab-to-success’, since the user doesn’t need to leave the main screen in order to access relevant record details.
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0 Chris Pennington over 1 year ago

Hi Nina, rather than a dashboard you can think of a focus drawer as a convenient way to view and edit a record without having to open it in a separate tab/window. We call it ‘one-tab-to-success’, since the user doesn’t need to leave the main screen in order to access relevant record details.
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0 Nina Schwab over 1 year ago in reply to Chris Pennington

Thanks Chris. What modules/records do you find useful under focus drawer? My initial tought is Accounts and Contact, anything else?
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