CRM Business Notes 4 - the Dashboard


The Dashboard-Feature for events displays all information regarding event documents. If you came from the Customer Main Page the events are filtered for that customer. If you start this function from the Contact list all of your document for all custome rare displayed. 

 

The complete list of all events (filtered or unfiltered by customers) appears in the frame on the left side of the window.


Button

Function



?

Switches to the Online-Help



Funnel

Filters the list by event types. 



Deletion

Make a left swipe on a table entry to delete the respective event document.