Community Data Solutions
  • Home
  • Using the Knowledge Base
  • Contact Us
  1. Home
  2. Knowledge Base
  3. Dashboard
Searching...

Dashboard

The grey navigation panel across the top of the screen is known as the Dashboard.
  • Dashboard

    Upon logging into the system, the home screen will be visible. The details presented may vary somewhat to that shown...
  • Dashlets

    Dashlets are smaller, floating windows shown on the main screen i.e. your Dashboard. The Dashlets shown in the example below...
  • Add a Dashlet

    Smaller, floating windows shown on the main screen are called Dashlets. Additional dashlets can be added as required. Instructions Step...
  • Move a Dashlet

    Smaller, floating windows shown on the main screen are called Dashlets. Dashlets can be moved around the homepage to the...
  • Edit a Dashlet

    Smaller, floating windows shown on the main screen are called Dashlets. Dashlets can be edited to alter how they display...
  • Remove a Dashlet

    Smaller, floating windows shown on the main screen are called Dashlets. Dashlets can be removed from your homepage if you...
  • Word Search

    The Word Search function is a tool to help managers find trends or correlations between information recorded in notes across...
  • Global Search

    This type of search can be done from anywhere in the database by using the Global Search facility at the...
  • Home
  • Using the Knowledge Base
  • Contact Us