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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

How does one create a dashboard of different templates/layouts. for example, I am using the contact template and now would like to add Asset template.  so rather than adding a new layout can we not import another template layout.

New user, I am afraid hence the question so please be kind. thank you

Posted

Those pre canned templates are just that.  They are starter solutions.  If you are trying to combine 2 of them, you will need to import all the tables, recreate the relationships, import the scripts, and create new layouts ( you can copy and paste from the other template ).  

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This topic is 2031 days old. Please don't post here. Open a new topic instead.

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