Overview of the WoodsPortal Dashboard

Overview

The WoodsPortal dashboard consists of three configurable UI components you manage in the HubSpot CMS editor. The actual data each component displays must be enabled in WoodsPortal Admin > HubSpot Objects:

• Dashboard Cards: Dynamic, rich-text cards with CRM data and action buttons, displayed in either a stacked list or two-column grid.

• Tab Visibility: A single Tab that surfaces Files, Notes, and Tickets at either the contact level, the company level, or both, for the logged-in user.

• Right Sidebar Objects: Up to two object-record cards (standard or custom) shown in a card layout on desktop (hidden on mobile).
  
  

Dashboard Cards

• Enable: In the page editor’s Contents panel, toggle Dashboard Cards on.

• Layout: Choose Stacked View (single-column) or Grid View (two-column).

• Content: Click Add Card (or Edit) to configure:
  
  

  

   

Tab Visibility

• Enable: Click the Tab module in Contents.

• Options: Toggle on any combination of Files, Notes, and Tickets.

• Scope: For each option, choose to show records associated with the Contact, the Contact’s Company, or Both.

• Data Control: Ensure those objects are activated under WoodsPortal Admin > HubSpot Objects > Associations.
  
  

Right Sidebar Objects

• Enable: Click Right Sidebar in Contents and toggle on.

• Cards: Select up to 2 HubSpot objects (standard or custom) to display.
  
  

• Layout: Shown only on desktop; hidden on mobile.

• Data Control: Only objects activated in WoodsPortal Admin > HubSpot Objects will render.