Yetiforcecrm: How do I get Mailscanner contact info on my dashboard?

Created on 25 Jun 2020  ยท  1Comment  ยท  Source: YetiForceCompany/YetiForceCRM

In general, I'm looking for information about how to get the most out of our self-hosted installation of Yeti. Any direction there

The use case I'm most interested in is client and lead contact tracking.

Specifically, I finally got the Gmail mail scanner working. The thing that would be the most useful is to be able to have an overview of contact and leads email contact on my dashboard. ANy help here would be great.

OH.. also when I try to add widgets to my Dashobaird i can not select any of the filter values so the add fails.

thanks

โ” question

Most helpful comment

If you need any other widget other than that are available from widget setting, i would recommend you hiring a PHP + JS developer, or purchase support from yetiforce directly.

For filters go to Seetings->Labels and searching->Filters->Go to Needed Module->Edit
Make sure List in Metrics is selected.
image
Then you will be able to use filters during widget creation process

>All comments

If you need any other widget other than that are available from widget setting, i would recommend you hiring a PHP + JS developer, or purchase support from yetiforce directly.

For filters go to Seetings->Labels and searching->Filters->Go to Needed Module->Edit
Make sure List in Metrics is selected.
image
Then you will be able to use filters during widget creation process

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