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.
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.
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