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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...

General The Whiteboard designer is a visual Kanban-style view on the dashboard. It allows users to drag and drop entities...

General Users can add elements aka widgets to their system’s front page and two of those elements are linked to the...

General With the sales funnel, for example, offers can be displayed according to their stages in the sales funnel. A...