DROPBOX IN DASHLET

Before you add the Dropbox in dashlet, make sure that you have already configured it. Navigate to Admin> Company Details and Themes and simply connect your dropbox:

Dropbox

Please note that by default, dropbox is only available for the following modules:

  • Jobs
  • Sites
  • Quotes

You are only allowed to upload a maximum of 32mb per file.

Adding in the Dashlet

Open a record. Navigate to dashboard beside it, at the right pane. If the dashboard pane is not displayed, simply click the arrowright in the record view. Enter a name of your dashboard then click the "Add a Sugar Dashlet"

Dropbox

Select "Dropbox for Fieldmagic". Click the name and then click the "Save" button

Dropbox

The dropbox will be immediately added in the dashlet. The current record you are viewing will be highlighted in yellow. To add a file in the folders, simply drag the file to the desired folder then click "Sync Dropbox structure"

Dropbox

Get In Touch

Are you looking to streamline your field services business, or would just like to chat?

Get in Touch Today
Fieldmagic for Android - Requires Android
Job Management Software
5.0 ( 1 ratings )
Price: $29.00
Fieldmagic for iOS - Requires iOS
Field Service Software
5.0 ( 1 ratings )
Price: $29.00