How can you provide Management with Resource Specific dashboards and eliminate duplicate tabs?
Maybe you have a standard Sales Rep Dashboard for Management to review each team member’s performance. In order to obtain the same information quickly you have 6 versions of the same dashboard. What happens when a new Rep is hired, what about when a widget needs to be adjusted?
- Now you can access the Tab Settings and Associate a Tab Filter. Choose from 12 filter options! Once activated a dropdown will display at the top of your Dashboard Tab and can be changed interactively when needed.
How can we Edit a Transaction directly from a Widget?
AutoTask initially designed Widgets to be informational. This resulted in instant data availability but then required drill down or additional clicks to edit the information.
- Leverage the new Grid View icon to Inquire, Adjust Prices, Edit the Entry or Approve & Post transactions for Billing. Don’t forget that you can select multiple lines and then click the dropdown at the top for “Approve & Post All”.
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More About CFS and Michelle
I joined CFS in 2002 as a Client Support Specialist to meet the business needs of our SouthWare client base. As a Business Consultant, I now specialize in supporting clients in QuickBooks, ConnectWise, Autotask, Quosal, QuoteWerks and SouthWare. With my experience as a Systems Specialist, Programmer and Project Manager for a New Orleans based reseller as well as 14 years of consulting with CFS, I provide a thorough understanding of the technology industry and a strong commitment to the success of our clients.CFS offers solutions that optimize your overall business strategy and solve the “real” business issues you face daily. This translates into the right systems for your business to succeed. Our goal is to streamline processes, produce reliable analytical data to make informed decisions, increase profitability and give you a competitive edge to ensure your success!