Welcome. Login. New Registrations are disabled.



Go to last post Go to first unread
#1 Posted : Sunday, January 4, 2015 12:11:52 PM(UTC)
Rank: Administration

Posts: 337

Add a Dashboard
Contact Status Tracking Dashboards allow you to automatically display the information that’s most import to you and your team. Dashboards combine reports, charts, and finder result lists onto a completely customizable canvas.

Finders and reports are a great way to access your data and give you the ability to enter your criteria on the fly in order to see the matching results. Dashboards take that same concept, but pre-load the search criteria, so your users don’t need to rethink the search process and are instead presented with the resulting information as soon as the dashboard loads. 
Watch this video to learn how to create your own dashboards. (Figure 1).
Contact Status Tracking
(Figure 1: Edit Dashboard Settings)
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.