February 10, 2010

New Feature – Personalize Your Dashboard with Widgets

BY John Paul Narowski IN karmaCRM News and Updates One Comment

We have just added the ability for you to add widgets to your user dashboard page. Over time our goal is for the dashboard page to become your sales hub with everything presented at your fingertips. We will continually add widgets over time as we better understand how to make the sales process more streamlined.

Drag and Drop Interface

Click anywhere near the widget’s name in the blue bar, and you can drag and drop the widget to whichever place suits you best.

Configure the Widgets to Your Taste

Each widget has its own set of configurable options. Click on the edit pencil located to the top right of each widget (when you hover over it). You can also remove the widget by clicking the delete icon.

Show and Hide Widgets

Click the down arrow in the top right of each widget to easily show and hide your widgets. The settings will save and the widgets will stay hidden next time you load the page.

If you have any suggestions about widget ideas, or feedback in general you can activate the Feedback widget and message us directly from there. We are aware of some compatibility issues with IE (surprise surprise) , but everything should work properly in Safari and Mozilla.

I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

    Schedule a demo today... Find out why so many customers love us !

    Schedule a demo
      Get expert sales tips straight to your inbox, and become a better salesperson. Subscribe to the Sales Blog below.