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Author Topic: CiviCRM Dashboard Question  (Read 631 times)

FETmz

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CiviCRM Dashboard Question
April 16, 2013, 10:29:34 pm
Hello, I'm new to CiviCRM and I was hoping to seek some advice on a particular area.
I am currently wanting to customise my dashlet board, I've notice your able to add the following:


*Case Dashboard Dashlet
*My Cases
*All Cases
*Activities
*Reports - I believe you can add your own reports.

However i was wondering if your able to add say for instance an additional Dashlet that for instance allow the user to create a quick contact entering details such as:

-First name
-Surname
-Gender
-Referred to
-Referred from
-Purpose

I found a post from 2010 however I was hoping there has been an update since then, or is this Dashboard still limited to the first ones I mentioned above?

http://forum.civicrm.org/index.php/topic,11860.0.html

I would greatly appreciate the help, thank you in advanced!
« Last Edit: April 17, 2013, 04:50:37 pm by FETmz »

Hershel

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Re: CiviCRM Dashboard Question
April 17, 2013, 08:15:47 am
CiviCRM has a Quick Add block:

http://wiki.civicrm.org/confluence/display/CRMDOC40/Creating+New+Contacts
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FETmz

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Re: CiviCRM Dashboard Question
April 21, 2013, 05:07:32 pm
Thank you :) I got it working!

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