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Step-by-step Guide
How do I create a Dashboard?
Dashboards are a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information.They are designed to show data in a simplified structure, enabling greater efficiency. You can create multiple dashboards containing different widgets for Practice...
rating 24 Mar, 2020 Views: 649
Viewing Notes from the Dashboard
If a Job or a Task has existing notes, a Note icon will be visible in the Due Date column of the ‘Jobs assigned to me’ and ‘Tasks assigned to me’ widgets. You can view the most recent note content by hovering over the ‘Note’ icon. You can use the Notes shortcut option on the Jobs/Tasks...
rating 07 Dec, 2023 Views: 70
Filtering by Office in Dashboard Widgets
Within Dashboards there are two widgets which allow you to filter by Office. This filter option allows you to select an office which will then filter the results using the selection from the client record. From the Dashboard select Add Widget. Select the Job/Task category. Select Jobs...
rating 01 Nov, 2023 Views: 68
Filtering by Team, Offices or Roles in Work Management and Dashboard Widgets
If you would like to see specific client information relating to Teams, Offices, or Roles within Work Management and in your Dashboard Widgets you can use the filter option. Work Management Filtering by Teams, Offices or Roles Within Practice Manager > Work Management select Filter. ...
rating 01 Nov, 2023 Views: 40