Dashboard and navigation
Customise dashboard widgets
Practical Pixie CRM instructions for customise dashboard widgets, including where to go, what to check and how to confirm the change saved correctly.
Where to goDashboard → Widget controls
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for customise dashboard widgets, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Dashboard → Widget controls in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Widget, Visibility, Order, Saved dashboard preference.
- Complete Customise dashboard widgets using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Widget
Visibility
Order
Saved dashboard preference
Checks before you finish
- Check date ranges and filters before trusting totals.
- Clear temporary filters when results look incomplete.
- Confirm workspace and staff context before acting.
- Use record history when checking what changed.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.