Dashboard includes recent activities and today’s schedule for viewing your whole day schedule.
WordPress admin can set the accessibility to recently added records for portal users. Accordingly, those modules with their recent records will be displayed on the dashboard.
Quickly access top modules by clicking “View More”. It will also display charts for cases and quotes module to view their status.
As the admin has selected the “Relation Type” from the SugarCRM side in the Portal user group configuration, you will get either “Contact” based, or “Account” based modules’ data.
Suppose the admin has selected Account as “Relation Type”, the details will be loaded on the dashboard and will be loaded based on the relationship with the account.
You can also search the data globally from the portal or you can select module from drop down to search from any specific module.
You will get the global search result of data or the selected module will be loaded as per the module’s relationship with the selected “Relation Type”, either Contact based, or Account-based.
Note: For the Note, Meeting, and Call modules, the data will be loaded based on the relationship with the account and accounts related to all contacts data of the contact portal logged-in Contact.
Suppose the admin has selected Contact based as “Relation Type”, the details will be loaded on the dashboard and will be loaded based on the relationship with the contact.