Configure Dashboard or Home Screen

The Home screen of SugarCRM is fully customizable, you can drag and drop the boxes(Dashlets) to meet your needs.  Adding or removing the Dashlets is also available by hovering over the top section of the Dashlet.  If there are modules you typically won’t use, or would like to change the placement,  that can been done from the user settings.

Include a SugarCRM Dashlet on your Home screen

Clicking the Add Sugar Dashlets button will allow you to select one of the several modules already built into SugarCRM to display on your Home screen.

Select a Chart or Report to display on your Home screen for quick updates

A couple additional tools you may want to use with SugarCRM, JotPad is handy for creating quick notes

You can even have a Website or News Feed display inside SugarCRM