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...
Fri, 28 Jul, 2017 at 1:19 PM
VIEW/EDIT YOUR PROFILE
You can access your profile at any time by opening the left sidebar, clicking your name from the top-left, and selecting the “My Account” option from the dr...
Wed, 20 Sep, 2017 at 11:29 AM
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...
Fri, 28 Jul, 2017 at 1:20 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, 19 Sep, 2017 at 4:07 PM
INTERNAL LIVE CHAT
The built-in live chat functionality allows internal users (including Master Account, Admins, Project Managers, Office Managers, Teammates, and Salespersons...
Wed, 20 Sep, 2017 at 12:25 PM