Dashboard

This page gives you a centralized view of key information across your organization. All data is presented through widgets, each showing real-time updates from different parts of Seamless.

What You’ll Learn:

Available Widgets on Seamless: View the full list of widgets you can add to your dashboard.
Select Dashboard: Choose a dashboard that matches your workflow or focus area.
Setup Dashboard: Create your own dashboard using simple drag-and-drop layouts and widgets.
Remove Dashboard: Delete dashboards you no longer use to keep your list clean and organized.

Available widgets

Widget Name	Description

Widget Name	Description
Call logs	Last 5 calls made or received
Claims	Last 5 updated claims in your organization
Customer	Last 5 updated customer accounts 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
Notes	The last 5 notes which were created in your organization
Leads	The last 5 leads which were updated in your organization
Calendar	Your Outlook calendar.
Emails	List of emails in your inbox folder.
Quotes	The last 5 quotes that were created in your organization
Policies	The last 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