Personal Dashboard¶

The personal dashboard collects all the information that agents need for they daily tasks. The personal dashboard contains several widgets to display the most important objects and lists.

Personal Dashboard

The personal dashboard is accessible from any part of the software by clicking on the house icon in the breadcrumb bar or by clicking on the logo in the top right corner.

The term personal means, that every agent can customize they dashboard. It is possible to add, remove, reorder and configure the widgets, apply filters on each widgets, as well as rename the witdgets to the agent’s needs.