About the Dashboard
The Dashboard shows all recent activity (History) that has taken place with your contacts database. Dashboard Graph: The line gra...
Sun, 16 Jul, 2023 at 8:57 PM
The Customise filter on the Dashboard page (see example below) enables you to control what and whose recent activity you see on a daily basis. The a...
Fri, 27 Nov, 2020 at 2:57 AM
The Dashboard graph will show a graphical representation of 1 month of activity. The log of History activity displayed underneath the graph on the D...
Mon, 24 Jan, 2022 at 10:25 PM
Please note: that only Admin Users can Export out Dashboard history activity to view activity by user(s) and activity type such as Phone, Email etc over ...
Fri, 27 Nov, 2020 at 2:59 AM
Customised Dashboard/Notice Board The Dashboard is the first place that you and your team login into when you access your CRM account and it is a great ...
Fri, 27 Nov, 2020 at 3:00 AM