Administrators can copy dashboards from any user to any number of users, security groups, or roles. Save time logging in as individual users to set up their dashboards.
#2813 - Is it possible to set the Default Dasboards for Users?
Hi, is it possible with Dashboard Copy Manager to set a default HomePage with a set of Dashboards for Users?
-
"An excellent addition to the SuiteCRM solution and one that is necessary when rolling out CRM to many users."
Read More Reviews
- Most Recent Love from Users
Lion Solution- Jarrett
- mjpires
3 years ago
Hello and thank you for reaching out. Are you saying you'd like the ability to set a template as default and a user gets that upon create or when they reset preferences?
If so that sounds doable and I think it is a great idea. Let me do some investigation to confirm.
3 years ago
Yes, exactly. Thanks for your fast reply
3 years ago
Could you please email me when and if this feature is enabled? You'd be so gentle. Thanks in advance
3 years ago
Hello and thank you. I looked into it and it does seem like something I can add. My goal is to have something by the end of next week if that is okay for you.
3 years ago
Yes, thank you very much
3 years ago
Hello and thank you for your patience. I have developed and tested the update that I believe implements the functionality we are looking for.
Do you happen to have a test instance you could install the update on and confirm this is what you are looking for?
I can email a link to download if that works for you.
Thanks again
3 years ago
Hi Jackal, thanks to you. Yes, please; you can email me at info@lionsolution.it so that we can chat in a better way