About the Dashboard

What does the Dashboard show me?
The Dashboard shows all recent activity (History) that has taken place with your contacts database.  The line graph you see at the top ...
Tue, 22 Jan, 2019 at 1:52 AM
What is the Customise link on the Dashboard?
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...
Tue, 22 Jan, 2019 at 2:01 AM
How far back can I view my Dashboard activity?
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...
Thu, 23 Aug, 2018 at 11:57 PM
How to Export Dashboard Activity
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 ...
Thu, 23 Aug, 2018 at 11:54 PM
Change or add to the Dashboard layout
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 ...
Wed, 12 Jul, 2017 at 10:46 PM