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User Guide

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…

User Guide


…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…

Update Release Notes

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…

Update Release Notes

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…

Update Release Notes

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…

Update Release Notes

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…

Update Release Notes

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…

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