Visser Labs: SugarCRM

Configuring an Unallocated Incidents dashlet on your Home page allows you to see first-hand what incidents are in queue.

1. Open the Home tab
2. From the active Page (e.g. My Sugar) click the downward arrow
3. Expand the menu and select Add Dashlets
4. From the Modules tab select My Open Cases; your new dashlet will appear at the top of the list on your current Page
5. From the right-side controls on your new dashlet press the edit symbol
6. Change the Title field to Unallocated Incidents
7. Set the Team Id to Support
8. Set the Status to New
9. Ensure the Assigned To combo box is empty
10. Press the Save button

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