Customizable Dashboard Elements | Titles, Textboxes & Images

Customizable Dashboard Elements | Titles, Textboxes & Images

July 11, 20241 min read

When managing a membership community, you can use text boxes to provide updates or instructions, title elements to clearly label sections, and images to visually represent data or highlight important information.

Customizable Dashboard Elements | Titles, Textboxes & Images: This feature introduces three new elements—Title, Text Box, and Image—that enhance the customization and organization of your dashboards.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Organization: Easily add titles to different sections of your dashboard, making it more organized and user-friendly.

  • Informative Text Boxes: Include instructions, to-do lists, or other valuable information directly within your dashboard.

  • Visual Appeal: Incorporate images to make your dashboard visually engaging and informative.

⭐️ How To Customizable Dashboard Elements | Titles, Textboxes & Images:

  1. Access the “Dashboard” tab from the left navigation menu, then click on the pencil icon to edit the dashboard.

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  2. Click on “+ Add Widget.”

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  3. Title Element:

Switch to Elements and choose Title.

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  1. You can add custom text, current date and the dashboard name as the Title type.

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  1. For Custom Text, enter the Title Text in the text field. You can customize the text color, background color, and title alignment, and hit the save button.

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  1. Switch to Elements and choose Images.

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  1. Add the image title, add the image, configure the image fit, and click the save button.

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  1. Text Box

Switch to Elements and choose Text Box

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  1. You can type text, format that text, add numbered/bulleted lists, and more.

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  1. Here you can see the added Title, Image and text box elements on the dashboard.

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This feature allows you to create more organized, informative, and visually appealing dashboards, enhancing the overall user experience within the CRM.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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