logo
Welcome. Login. New Registrations are disabled.

Notification

Icon
Error

Options
Go to last post Go to first unread
Cimmaron  
#1 Posted : Saturday, March 25, 2017 5:23:06 PM(UTC)
Cimmaron
Rank: Administration

Posts: 337

History Menu Category
History Menu Category
Cimmaron tracks each screen you’ve accessed as you open and close contacts, dashboards, reports, and other features during your current session. The History Menu Category in the vertical menu bar saves a link to every screen/object you’ve opened, giving you an easy way to jump back to the contact or other data you need.

For example, there may be a short list of active clients and a referral partner you’ve already opened and now you have one on the phone and you’d like to go straight to that contact without having to use the Contact Finder to look them up again. Just click in the History section and you’ll see a link to that client by name and a single click will take you to that contact’s information.

Another great use of the History feature is for quickly pulling previously displayed dashboards. Dashboards are oftentimes loaded at start up and inadvertently closed at later time. If this happens to you, use the History section to click on the dashboard to have it reopened.

Watch this video to learn more about the History Menu Category.

History Menu Category
 
(Figure 1: History Menu Category)
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.