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Widget Name | Description |
|---|---|
Call logs | The last 5 calls that you made or answered |
Claims | The last 5 claims which were updated in your organization |
Customer | The last 5 accounts which are updated in your organization |
Event/History | The last 10 events of all accounts in your organization |
Cases | The last 5 cases which were created in your organization |
Note | Thelast 5 notes which were created in your organization |
Lead | The last 5 leads which were updated in your organization |
Calendar | Your outlook calendar. |
Emails | List of emails in your inbox folder. |
Quotes | Thelast 5 quotes that were created in your organization |
Policies | Thelast 5 policies that were created in your organization |
Sales | The last 5 sales which were created in your organization |
Last reported claims | The last 5 reported claims  |
Actions
Select Dashboard
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This dropdown allows you to switch between different dashboards which have been set up in your organization, or your own created dashboards.
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