Home > Tutorials > Simple Dashboard
Simple Dashboard
Scenario: Need a list of all the contacts under a certain [Record Manger] which includes the contacts Status.
- Start by clicking on the New Dashboard button.
- From the Dashboard Panel, click List
- Contact and select Contact Query and select Next
- Click on Contact
- Keep the Query as it is.
- Click on the right arrow in the top right and your dashboard is generated
- Click on the Dashboard Save Button
- Give the Dashboard a name for the Tab/Button on the bottom.
- Dashboard is now complete.
See also
|