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 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 ...

• Version 6.3.0

  Release Date: 1/30/2023 New Features and Enhancements Four new Visualization Cards have been added to the Dashboards: Actions Completed by Employees, AUM by Advisors, AUM by Age Range, and Upcoming Client Reviews. New "Advisor" curated Dashboard ...