Widgets are sections that appear when you view the details of an entity in Sage Sales Management, such as an account or an opportunity. Each widget groups relevant information and may include shortcuts to related functionalities.
For example, in the account record you will see widgets such as basic account information or contacts. Each widget only displays information linked to the selected account. In the Contacts widget, for instance, you will only see contacts that belong to that specific account.
How to manage widgets from the admin panel
From the administration area, you can configure which widgets are shown on account and opportunity records.
You can:
View all available widgets.
Edit the display title.
Enable or disable widgets as needed.
Define their size.
Change the order in which they appear.
This allows you to customise the interface to better match your team’s needs, focusing on the most relevant information.