Dashpart Heading Bar

Use the heading bar at the top of each dashpart to work with the dashpart. The options on the heading bar vary, depending on the dashpart type.

Contents

Field Description
Dashpart Name Drop-down Click the drop-down menu next to the dashpart name to display options that you use to configure the dashpart, create new records, clear records, print records, hide or delete the dashpart, and set dashpart colors.
Maximize Dashparts Click this icon to expand a dashpart to fill the screen. All other dashparts are hidden. When the dashpart is maximized, the expand and collapse (up and down) arrows are disabled, you cannot drag and drop dashparts, and you cannot resize dashparts. If you hide a dashpart in a maximized state, it will not be maximized when you restore it.
Restore Dashparts Click this icon to restore the dashpart to its original size.
Refresh Click this icon to refresh data in the dashpart. Ajera CRM also refreshes dashpart data automatically whenever you access the Dashboard.
Up and Down Arrows
  • Click the up arrow to collapse a dashpart. Only the dashpart heading displays on your dashpart.

  • Click the down arrow to expand the dashpart.
Remove Click this icon to remove a dashpart from the Dashboard.