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.




Switches to the Online-Help


Filters the list by event types. 


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