Zurmo – Customizing & Configuring Your Dashboard – Adding 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, choose the “Add Portlet” option

Add Portlet

Once you select the “Add Portlet” option, you will see a dialog box for “Add Portlet” along with all of the listed Portlet options for you to choose from to build and customize your Dashboard. The image below represents the “IFrame” Portal option which is one of only a few of the data base Portal choices:

Add Portlet

By selecting the “Add Portlet” for the “IFrame Portal”, in just a matter of seconds you will see the “IFrame Portal added to your Zurmo Dashboard! Use the same process for adding any other Portlet options from the Add Portlet list to your Zurmo Dashboard.

Check back for more on 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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