Client widgets

How to add a new widget

Client dashboards can contain several widgets. However, the System Dashboard comes with default widgets such as Client Basic Info.

To add a new widget, go to the Clients module and click the Dashboard tab in a client’s page. Click on one of the dashboards.

If there are no widgets, click Add a widget. An Add Widget modal window will pop up.

If the dashboard has at least one widget, click … on a widget and you will have three options: add new, edit, and delete. Click add new and an Add Widget modal window will pop up. Choose a widget that you wish to include on the client dashboard.

The next step is configuring the parameters for the widget data. Depending on the chosen widget, the configuration can be anything from simply adding a title to an item to more complex customization such as setting up graph parameters.

Click Apply to add the new widget.

How to edit a widget

To edit a widget, go to the Clients module and click the Dashboard tab in a client’s page. Click on one of the dashboards.

Click … in the top right corner of a widget and click edit.

An Edit Widget modal window will pop up. You can edit widgets if you’re not happy with the preferences you chose when you set them up.

Update the relevant information and click Apply.

While creating or editing your widgets, you can personalize them by renaming them. Click add new or edit, and then click on the name box to change it. Click Apply after you have made your changes. 

After the widgets are all set, you can move and adjust them. If you click on the widget header and drag it, you can move it to a different place. If you click on the sides of the widget, you can stretch it to display more/less information. 

How to delete a widget

To delete a widget, go to the Clients module and click the Dashboard tab in a client’s page. Click on one of the dashboards.

Click … in the top right corner of a widget and click delete.

To minimize the risk of accidental deletion, you must confirm your intention to delete the widget. Click OK and the widget will be deleted.