Vedatrak Online Help

Basics
Dashboard
Contacts
Mail
Calendar
Orders
Invoices
Products
Files
Users
Themes
MultiLang
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Details
Contents

Dashboard

Dashboard helps you pick up where you left off yesterday and plan your work for today. In one convenient window, you can preview daily appointments and access Quick Find, Bookmarks and the Recently Changed Information Area.

Features

  • Quick Find
    This convenient find field in Dashboard searches the full database for criteria matches.

  • Daily Appointments Overview
    Dashboard provides a preview of your daily appointments for easy reference.

  • Individual Bookmarks
    Add bookmarks to database spots you access frequently for easy navigation directly from the Dashboard.

  • Team Member Notes
    Other database users can post notes to appear on your Dashboard and vice versa.

  • Recently Changed Information Summary
    Dashboard includes a quick overview of recently added or modified data. You can easily track the changes made by you, another user or all users.

Dashboard Contents


    
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