The Dashboard

Activity stream, appointments, tasks

K
Written by Kim
Updated over a week ago

This is the first screen you see when you login! This is where all the main activity is logged, and you can view at a glance who's done what and when. You'll be able to see everything from orders added, customers added, changes made to collections, appointments booked, and who viewed what and when in your Showroom. This is a great tool to keep everyone on track, and accountable.

Activity Stream

All activity is logged here from every user in your company. From adding a new customer, booking an order, adding images to collections, and basically everything in-between. Filter by using the drop down menu to show "All activity, Customer, Appointments, Orders, or Website Activity. 

Upcoming Appointments 

See all of your upcoming appointments at a glance. Filter these using the drop down menu and select either "All appointments or My appointments". 

Tasks

View all tasks assigned to you and the rest of the team. Filter these using the drop down menu to select "All Tasks or choose your name to see only yours". When you have completed a task, check them off. To see the full tasks list go to Tasks from the menu bar. 

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