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Accessing the interactive dashboard
To access the interactive dashboard, click the My CRM | Dashboard tab. A welcome dashboard is displayed.
The next time you access the Dashboard tab within the same user session, the interactive dashboard is displayed, showing the last dashboard you were viewing.
The next time you access the Dashboard tab in a new user session, one of the following is displayed:
- Your default dashboard, if you have one.
- If no default has been set, the most recently modified dashboard.
- If you have no personal dashboards, a dashboard which has been assigned to you by an Info Manager or System Administrator.
- If you have multiple dashboards assigned to you, the most recently modified dashboard is displayed.
- If you have no personal or assigned dashboards, then the default welcome dashboard is displayed.
See Also:
Getting started with the interactive dashboard
Selecting a dashboard
Setting a default dashboard
Creating a dashboard from a template
Creating a new dashboard
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