Dashboard Card: Workflow Productivity Monitor

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• Version 7.9.0

  Release Date: 5/22/2024 New Features and Enhancements The Workflow Productivity Monitor dashboard card can now filter on Workflow Name and Record Type. The Clients Out of Contact dashboard card can now filter by Contact Type (email, meeting, phone). ...

• Using the Workflow Monitor

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• Move or Copy a Workflow Between Records

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• Version 7.0.0

  Release Date: 8/31/2023 New Features and Enhancements Contact info for phone number, email, and socials can now be edited at the same time in the Profile Details section of the Record. Record fields that are required are now labeled with * to ...

• Recurring Actions vs. Service Monitor

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