Dashboard
2min
The dashboard provides several snapshots of important data.
This data includes today's schedule, recent intake records, recent tasks, recent customers, and recent jobs.
You can control what is displayed on the dashboard and in what order.
Click on your user name in the top right of the screen, then select Account.
Next, select the User Preferences tab and look for the Dashboard settings.
You can select what snapshots appear on the dashboard by checking or unchecking each snapshot. You can also change the order in which the snapshots are displayed using the up/down arrows.
Updated 25 Mar 2024
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