What’s on the Worker Dashboard
The Worker Dashboard page should be displayed every time CRM is accessed. This Dashboard shows the following information:
- Today’s Appointments
- Today's Other Bookings
- Future Appointments
- Future Availability – next 6 months
- Active Service Files
- Group File Events This Year
- Indirect Events This Week
- Supervision Events This Year
- Active Indirect Files
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Need more help?
Ask your Practice Lead or Supervisor.
Ask the Help Desk (Log a helpdesk ticket)