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General The dashboard grid view allows you to display system data in a grid format. In the grid view, data...

General A dashboard is a place where users can place elements, also called widgets. Users can have multiple dashboard views, and they...

General Elements, aka widgets can be used to quickly access and view specific elements of the system like the calendar,...

General With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s...

General Shortcuts are elements located on the user’s dashboard that allow the user to quickly perform various actions. A shortcut...