CRM Dashboard
From Commence CRM-Help
Revision as of 12:22, 24 August 2012 by Technowrites (talk | contribs) (Created page with "The Digital Dashboard is your <nowiki>“home page” </nowiki> when using the On-Demand software. This is the first screen you will see when logging onto the system. Here y...")
The Digital Dashboard is your “home page” when using the On-Demand software. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities such as e-mail, calendar, opportunities, alerts and company news. To access this page from other modules, click on the House icon at the top left of your screen.
Using the “Preferences” option under <nowiki>“Quick Links”, and then “Home” in the “Preferences” window that appears, you can control which information appears on your own personal dashboard based upon a list of available options. This can also be done by clicking on Edit in the center of the blue bar at the top of the page.