Dashboard

DASHBOARD OVERVIEW
The widgets on your main Dashboard allow you to get a quick glance at the various components of your installation, view recent activity, as well as make ann...
Tue, 10 Jul, 2018 at 3:04 PM
VIEW/EDIT YOUR PROFILE
You can access your profile at any time by opening the main Settings menu, and selecting "My Profile" under the “My Account” column heading. ...
Tue, 10 Jul, 2018 at 4:25 PM
UTILIZING THE LIVE STREAM
The Live Stream allows a user to view everything that is happening in the installation that relates to them. In the case of admins and managers, if a user c...
Tue, 10 Jul, 2018 at 4:32 PM
ANNOUNCEMENTS WIDGET
Using the Announcements widget on the Dashboard, you can create posts that will automatically display for certain user roles on their Dashboard after login....
Tue, 10 Jul, 2018 at 4:34 PM
INTERNAL LIVE CHAT
The built-in live chat functionality allows internal users (including Master Account, Admins, Project Managers, Office Managers, Teammates, and Salespersons...
Tue, 10 Jul, 2018 at 4:42 PM