2021-3Q: [CRM] Dashboard Detailed View

A new feature has been added to enhance the Dashboard functionality. It allows for an operator to to view information on the Dashboard grouped by customer type .

To make use of this feature:

1. Go to => Settings => Customer Groups

2. Enter the Group name you would like displayed on the Dashboard for Customer Types

Fig 1: Customer Type Dashboard Group

Fig 2: Example of Grouped Customer Types on Dashboard

Published Date: 20-October-2021

Engineer: MG

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.

Page updated

Report abuse