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Thread: Email Dashlets to Users

  1. #1
    aamdev is offline Junior Member
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    Nov 2010
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    Default Email Dashlets to Users

    Hi I'm an existing Salesforce user who is considering switching to SugarCRM. One feature that management particularly likes is the ability to email dashboards. Is there a similar feature in Sugar? I've looked around, and just haven't found anything. Any help would be greatly appreciated.

    Thanks,

    Adriel

  2. #2
    ben.gillis is offline Senior Member
    Join Date
    May 2010
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    Pittsburgh PA
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    Default Re: Email Dashlets to Users

    You can not email a dashlet. i am assuming by dashboard you mean graph. In Pro and Enterprise you can schedule any report to be delivered to you. each user can choose which reports they want emailed. when viewing a report click the schedule for delivery button.

    Ben Gillis
    SugarCRM Trainer
    Plus Consulting.
    See our classes@
    http://www.sugarcrm.com/university/s...=2614&lang=any

  3. #3
    aamdev is offline Junior Member
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    Nov 2010
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    Default Re: Email Dashlets to Users

    Thank you Ben, that was very helpful and yes I did mean graphs.

    So if I have a report with a graph, is that graph included in the PDF sent? The Help doesn't really explain this.

    Thanks again, I appreciate the input.

    Adriel

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