Set up a custom widget on your Dashboard

Note: The custom widget is available with the Expert and Dream editions.

The custom Dashboard widget lets you display your own content on the Dashboard: HTML code or a web page (URL address).

How to set up the custom widget?

Follow these steps:

1. Click your avatar at the top right.

2. Click Admin panel.

3. Go to Account management > Branding and localization > Dashboard widget.

4. Enable the widget.

5. Set the Widget's height.

6. In Type of content, choose HTML code or URL address, then add your content.

7. Save your changes.

What can you display with HTML code?

With HTML code, you can add any HTML content, including JavaScript and iframes. This can be very useful to display a link to sales documents or forms pointing to your internal information system.

Which variables can you use?

You can insert the following variables to display information about the connected user:

• ${firstname}: first name.

• ${lastname}: last name.

• ${id}: ID.

• ${email}: email address.

Example: Hi ${firstname}, click on this link to access the complete guide on how to have your sales prospecting done right.

What can you display with a URL address?

With URL address, you can point to an external resource on the web, for example to include resources from your website directly in noCRM. You can use the variables in the URL.

Important: The URL must be served under the secure HTTPS protocol.

Can you create other widgets?

Other custom widgets can be created with the Expert and Dream editions. More info here to further streamline your sales process.