June 12, 2023

How to add Memo dashlet in EspoCRM

Adding a memo dashlet to your EspoCRM home screen can be a useful way to keep important information at your fingertips. To get started, make sure that you are using version 7.5.0 or higher of EspoCRM. Once you have updated:

  1. Navigate to your Home screen and click on the three dots in the top right corner.
  2. From the dropdown menu, select “Add Dashlet.”
  3. You will see a list of available dashlets to choose from. Select “Memo”.
  4. Give your new dashlet a title. In the text field below, you can enter the text you want to display in the dashlet. You can also use markdown to format your text and add links or images.
  5. Once you have finished entering your memo, click “Save” to add it to your home screen.

You can move the dashlet to a different location by clicking and dragging it to a new position. To edit or delete the dashlet, click on the three dots in the top right corner of the dashlet and select the appropriate option.

Adding a memo dashlet can be a great way to stay organized and keep important information visible in your EspoCRM home screen. With just a few clicks, you can create a new memo and add it to your dashboard. Try it out today and see how it can benefit your workflow.

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