Zurmo – Configuring & Customizing Your Dashboard – Removing a Portlet

Your Dashboard in Zurmo is just that! It’s yours! It is customizable to your needs and the customizations are easy to accomplish.

First, make sure you are on your Dashboard page by selecting the Dashboard option.

Home Dashboard

Then, determine the Portlet you want to remove. In this case I am selecting the “My Missions” Portlet to remove. This assumes of course that “My Missions was already a part of your Dashboard.

My Missions

Once you have identified the Portlet you would like to remove, hover your mouse cursor over the gear icon.

Gear

The “Remove Portlet” option will present itself in a green highlighted box just under the gear icon. When the “Remove Portlet” appears, carefully navigate your mouse cursor over the “Remove Portlet” option and left click.

Remove My Missions

Once you click the “Remove Portlet” box, you will be prompted by Zurmo to confirm or cancel your request.

Removed Yes No

Select “OK” to confirm removal the Portlet or “Cancel” to cancel the request. Selecting “OK” will remove the Portlet instantly and easily!

Come back for more on Configuring & Customizing Your Zurmo Dashboard!

(c) 2013 Windsor Wallaby. All rights reserved.

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Author Spotlight

Windsor Wallaby

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

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