Mini List Widget 

It displays the filtered list of the CRM records from a specified Module by applying the filter.

How to create a mini list in Dashboard?

To create a mini-list in the dashboard follow the steps to view the desired filter on your Dashboard:
For example "Contacts from Justdial", a list filter of the Contacts Module. 

1. Click on the Main Menu > Click on Add Widget button on the right corner of the page.
2. Select Mini list.



3. In the "Mini List" popup.
4. select the Module > Select list > Select Contacts Fields and Layouts from the dropdown.



5. Click on the Save button

Delete

Note! The Minilist will only contain the lists or filters created in each module.


 






























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