VtigerCRM 5.1.0 首页自定义文档.pdfVIP

vTiger Homepage Customization Documentation Confidential Table of Contents vtiger Homepage Customization3 Changes with Homepage 3 Different Widget Types 4 Show/hide widgets6 Add Widgets 8 Ajax loading widgets 10 New Actions for widgets 11 Change the widget layout 14 Confidential vtiger Homepage Customization Changes with Homepage The vtigerCRM homepage has been revamped and it is even more customizable now. The major changes to home page are: ● Newer widget types (like RSS and notebook) ● Ability to create/delete new widgets on the fly ● The content for the widgets on the home page are now ajax loaded. ● The widgets have all new actions like refresh, hide/delete and settings for customization. ● You can change the widget layout dynamically ● Consistent layout for all widgets (including tag cloud and activities) Confidential Different Widget Types There are the following widget types available in vtiger for now: ● Default widgets – We have 15 default widgets for vtiger homepage. These are: 1. Upcoming Activities – This widget will display the upcoming activities for the user for the day. 2. Pending Activities – This widget displays the pending activities for the user for the day. 3. Top Accounts – This widget displays the top accounts for you. A top account is one with the highest amount and for which the related potentials sales stage is not Closed Won/Closed Lost. . Home Page