The Dashboard provides users with access to a range of tabs and panels related to collections, goals, and recent accounts. Administrators can customize these panels to show agent-specific information. Agents will see goals based on their user settings, while only the Administrator can access "Company Goals" and agency-related information. Additionally, client access can be configured to provide clients with relevant updates and insights.
Dashboard User Interface (UI) Template
Customizing a Dashboard follows the same process for Administrators, Users (agents), and Client Access.
Dashboard UI Template
Go to Setup → Dashboard.
Select one of the following options:
Admin
User
Client Access
Select a User Interface Template from the dropdown menu (e.g., Client Access).
Adding Panels
From the dashboard, right-click on the tab, then click "Add Panels."
Select the panel(s) you want to add, then click "Add."
Click "Done."
Editing Panels
Right-click on the panel and select "Edit."
Select the desired date range.
Click "Done."
Rearranging Panels
To organize the panels according to your preference, simply drag and drop them into the desired location. Click "Set" when done.