Dashboard Troubleshooting

Why are emails that I am sending out not shown on the Dashboard?
Emails I send are not shown on the Dashboard why? This can be due to the following:  1. The email address you are sending the email from is not as...
Fri, 27 Nov, 2020 at 4:01 AM
I sent an email to a contact but the email is not displaying on the Dashboard - why?
Email activity not displayed on the Dashboard can be caused by an number of reasons: The Customise button on the Dashboard not selected to display Email...
Fri, 27 Nov, 2020 at 4:02 AM
Scroll bar stuck on recent activity on Dashboard?
The full scroll which will tend to stick if there is a delay of a few seconds before you use it.  To be able to scroll further down the screen simply: 1....
Fri, 27 Nov, 2020 at 4:02 AM
I have no scroll bar on my Dashboard so I cannot see much activity, why?
1. Refresh you screen by pressing Control and F5 if using a PC or command R if using a MAC 2. Exit the Dashboard and click straight back in and the scro...
Fri, 27 Nov, 2020 at 4:03 AM
Time issue on Dashboard displaying 1 hour behind.
This could be caused by a number of reasons: 1. The local time settings on your server - for the Network Time Protocol (NTP) server which need cha...
Fri, 27 Nov, 2020 at 4:03 AM
Dashboard Activity for today is shown as 00.00 instead of the correct time! Why?
If on the Dashboard you see a History entry with the time shown as 00.00 as shown below: This is because the date stamp inside Create History has b...
Fri, 27 Nov, 2020 at 4:03 AM
Why is an email sent to me by a colleague shown as my own user activity on the Dashboard?
This is most likely due to your colleague using a different email address that is not associated with their CRM user profile.   The email has not been r...
Fri, 27 Nov, 2020 at 4:04 AM
Why does an email I sent via the e-Marketing platform show up on the Dashboard as today, when it was sent months ago?
When an email is sent out via the e-Marketing platform we mark it as SENT on the day/time is was sent and left our email gateway.   If the email is o...
Fri, 27 Nov, 2020 at 4:06 AM
Why can I not open up a Phone History shown on the Dashboard - nothing happens when I click on it?
If you click onto the Phone History on the Dashboard (see screenshot below in red) and it will not click into a contacts record this is because there is ...
Fri, 27 Nov, 2020 at 4:06 AM
There are duplicate phone calls associated with different usernames on the Dashboard, why?
If you have more than 1 VoIP line you may have 'one number' but with different extension lines of that 'number'.  Each extension line c...
Fri, 27 Nov, 2020 at 4:07 AM