Dashboard Card: Action Items
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Linking Items to Actions
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Action Overview View
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Version 7.8.0
Release Date: 5/1/2024 New Features and Enhancements New Dashboard Card: Total Actions Entered. Record Summary Cards can be edited when pinned open. Issues Resolved Adoption Tracker dashboard card now displays full employee name. Action Items ...
Version 7.2.0
Release Date: 10/18/2023 New Features and Enhancements Browser tabs now display the Record Name or UI Action ID being displayed when appropriate. The default landing page has been set to a role-appropriate dashboard if the user has no landing page ...
Version 6.9.0.4
Release Date: 8/9/2023 New Features and Enhancements New Dashboard Card: Workflow Productivity Monitor. Added YTD as a filter option in applicable dashboard cards. Adjusted the criteria of the Won/Lost Clients dashboard card to provide more accurate ...