DASHBOARD

A quick tour to your dashboard widgets
Dashboard:  1) Active/Overdue/Closed Task: you can view all the active,closed,overdue task in pop up by clicking on its COUNT. For Active,Closed,Overd...
Mon, 31 Jan, 2022 9:46 AM
Know actionable insights of your practice
Actionable Insights: you can view team, task, customer, financial observation, average data points. This page is visible to Admin/Partner/Manager. ...
Mon, 21 Feb, 2022 4:35 PM
Know yearwise business data
How to figure out year wise business? View year wise business till date/collection/billing till date.
Mon, 31 Jan, 2022 9:47 AM
Get the list of all Active/Overdue/Closed task(s)
View and Export all the Active/Overdue/Closed tasks: In Dashboard where you can view all Active/Overdue/Closed task's list and you can also...
Mon, 31 Jan, 2022 9:48 AM