Dashboards

The KiyoCRM Dashboard allows for a highly customizable layout using panels and tabs, accessible via the three-dot menu at the top right of the dashboard interface.

Dashboard Options

1. Add Panel

• Opens a form to insert a new dashlet (e.g., bar chart, pie chart, reports etc.).
  
  

• Users can choose panel type and data source to display relevant insights.
  
  

2. Add Tab

• Creates a new dashboard
  
  

• Ideal for organizing data by department, role, or workflow.
  
  

• Prompts for:
  
  

• Tab name
  
  

• Number of columns (for layout)

3. Manage Panel

• Allows users to:
  
  

• Rearrange Dashboards in an order.
  
  

• Customize the layout within a tab.

Dashboard Search Function:--Function

The Search bar at the top-left of the KiyoCRM Dashboard provides a fast and intuitive way to locate records, modules, or actions within the CRM system.

What It Does:Does

• Instant Global Search: Search across all CRM modules—Contacts, Leads, Deals, Tasks, Notes, etc.from one place.
  
  

• Full-Text Indexing: Every piece of CRM data is indexed, allowing deep keyword-based search, including partial and fuzzy matches.