About the Dashboard
The Dashboard shows all recent activity (History) that has taken place with your contacts database. The line graph you see at the top ...
Fri, 27 Nov, 2020 at 3:57 AM
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 3:57 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...
Fri, 27 Nov, 2020 at 3:58 AM
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 3:59 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 4:00 AM