What's on the Manager Dashboard
The Manager Dashboard page will appear each time CRM is accessed and will display the following information for all employees you manage.
- Today’s Appointments
- Current Month’s Appointments
- Next Month’s Appointments
- Future Group Events
- Service Files Contain COM not Req'd
- Active Service Files
- Future Availability – next 6 months
To expand and filter on a particular tab, select See all records, or if this is not displayed click on the 3 dots and select it from the list.
-------------------
Need more help?
Ask your Practice Lead or Supervisor.
Ask the Help Desk (Log a helpdesk ticket)