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 –
…charts. — Pie Chart Creating pie charts. — Table Creating tables. — Targets / Forecasts Creating target/forecast charts. — Stacked Chart Creating stacked charts. Home Page Reports Creating personal home…
Home Page Dashboard Settings
…be included in the reporting. Quote charts – Determine the reported quote states and select wanted plan types. Potential charts – Determine the reported potential states and select wanted plan…
5-2022, 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…
8-2022, 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…
* 9-2022, 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…