Editing Existing Dashboard in Act! for Web

[TinaA]

Good afternoon,

How do I edit an existing custom dashboard in Act!? I can't find the tools or instructions for this. 

• Act! Premium Version 18.1
• Microsoft Office Version: 1705
• Shared Database
• Windows 7

Thanks,

T

[JonTaylor]

Hi Tina,

Please check out this KB, hopefully it might answer a few questions for you:

http://kb.act.com/app/answers/detail/a_id/21441

[TinaA]

Hi Jon,

thanks for your reply. I do not seem to have an edit button as the instructions indicate I should - I've attached a picture.

Screen Cap - Opportunities.PNG ‏70 KB

[Robertg]

I too am trying to edit the Dashboard and noticed that the "EDIT" button is not shown.  I have verified that I am an administrator.

[JonTaylor]

Changes to the dashboard for Act Premium for Web need to be made from the server itself.

If you're using v20 however, check out Act Insight - it's a more feature rich way of looking at your data, that's able to be customized from anywhere.