Is there a way to create a Sugar Dashlet that automatically lists your "Favorite Accounts"?

Question

Have a list of favorite accounts in "My Favorites", wanted this to be listed all time in my dashlet and set it up as my screen Dashboard.

sheela viswanathan · Accepted Answer

Hi sheela viswanathan

This is pretty easy.

You have to edit your home page, add a SugarDashlet (add a row then add a column). Choose List View, you will be redirected to configuration of an Account Dashlet.

Set a Title, choose the columns to be displayed, set the Auto Refresh frequency.

Finally you will setup the filters. Remove the filter "My Accounts", click on drilldown "Filter" and choose "My Favorites" and save it.

You will see all your favorite Accounts in the newly created dashlet.

Good luck!

André Lopes
Lampada Global

Skype: andre.lampada