Another improved feature is the new Dashboard! Some of the changes include:
- A cleaner visual layout
- A more functional drag and drop feature with fewer glitches than the previous version
- A History field that provides easy access to what you have recently been working on
- The ability to easily customize exactly what you see on your home screen right from your home screen
The last point is especially exciting and helps you minimize clicks while in vTiger. From a "Mini List" option, you first select a Module and then select a Filter for that specific module. For example, if you choose Leads, you will be given the option to filter through all Leads, Hot Leads, or This Months Leads. Once a filter is selected, you are given the option to edit the fields that you can see for this module. You can choose as many or as few as you want! Once you hit save, the customized Module will then appear on your home screen.
No comments:
Post a Comment