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
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
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.
Thanks Chris. What modules/records do you find useful under focus drawer? My initial tought is Accounts and Contact, anything else?
Thanks Chris. What modules/records do you find useful under focus drawer? My initial tought is Accounts and Contact, anything else?
All modules have the option for a focus draw. Accounts and Contacts are obvious candidates, but there is no reason to restrict it. Think of it as a different means of navigation and UX, rather than restricting to a particular subset of modeules. i.e. It's not an either/Or situation, it can be additional to every module.