How to Customize a Widget in Aesthetix CRM

Learn how to tailor widgets to fit your specific needs in Aesthetix CRM. This article offers detailed instructions on customizing widgets, enabling you to create a more personalized and efficient dashboard experience.

1. First, access your dashboard to get started, and after that click on "Edit Dashboard"

1 To begin, click on the element.

2. Click on "Add Widget".

2 Click on "Add Widget".

3. Choose the widget.

3 Next up, click on the element.

4. You can change the chart type by clicking on the chart icon.

4 Next, click on "Calls".

5. Configure the widget settings.

5 Click on the element.

6. Advanced settings are supplementary configurations that offer extra personalization options for your widget. These settings are not mandatory for creating a widget but can enhance its customization.

6 Click on "Conditions".

7. Add Conditions.

7 Following that, click on "Save".

8. Note that if there's no data found for a specific filter, you won't be able to save the widget without either deleting that filter from the condition or changing it.

8 Upload

9. Save Changes.

9 Upload

10. The widget will be updated on your dashboard. You can resize and reposition it as desired. Remember to click "Save Changes" once you're content with the widget's position and size.

10 Afterwards, click on "Save changes".

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