Filter guides
Home Page Charts
Home Page Charts Introduction With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting…
Home Page Charts: Pie
Pie Chart Introduction This guide helps you to create pie charts for the user’s home page. To learn more about the home page charts in general and how to share…
Home Page Charts: Bar and Line Chart
Bar and Line Chart Introduction This guide helps you to create bar and line charts for the user’s home page. To learn more about the home page charts in general…
Home Page Charts: Stacked Chart
Stacked Chart Introduction This guide helps you to create stacked charts for the user’s home page. To learn more about the home page charts in general and how to share…
Home Page Charts: Stacked Percentage Chart
…more information about creating stacked charts, see the guide Stacked Chart), but with using the additional setting Show as % (see the picture below). In this example case, we will…
– CONTENTS –
…Creating bar and line charts. — Pie Chart Creating pie charts. — Stacked Chart Creating stacked charts. Report Generator Creating and sharing reports in the report generator. Work Hour Reporting…
2023-01-12 January Release Notes
…their own dialog – Filter name is now mandatory Project work hours on frontpage widget are not sorted by alphabetical order Project module support to frontpage charts; The main level…
2023-10-05 October Release Notes
…also possible to send e-mails to the staff of the event and also individual e-mails. Data from Mass Events and Campaigns can be used to make simple charts on the…
2024-03-07 March Release Notes
…events sub-events. The system will warn the user if the entity does not have an owner. Added Space contact_id support to report generator. Frontpage charts support row-level field types. Stacked…
2022-05-12, May Release Notes
…charts in all chart types. The element for work hour reporting has been improved to expand the area primarily for the projects name if the width of the element is…
2022-08-11, August Release Notes
…in mobile scalability while the device is used horizontally Fixes in home page charts’ drill down E-Sign Billing company’s information can now be updated to Scrive in E-Sign Settings Invoicing…
2022-09-1, September Release Notes
…automated access control Invoice date in the mass events’ invoicing function can now be edited Row fields now available for use in filters and charts URL fields now support the…