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63 results found

  1. Hyper Link on the Dashboard to show Canvass calls made that month not just a number so that we can click into them

    Hyper Link on the Dashboard to show Canvass calls made that month not just a number so that we can click into them and look at the business as to whether calls are being made to the right places

    1 vote

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    0 comments  ·  CRM  ·  Admin →
    Delivered  ·  Ross Turpie responded

    Hi Emma


    Going through some older ideas on the Community and came across this one. 


    Good news is that you can create a report card within the Reports Dashboard and filter it by your candidate or contact calls. You'll then be able to click into each segment or KPI to view the call details. 


    You'll find more info here: https://fishtank.firefishsoftware.com/en/articles/6682608-creating-and-editing-report-cards but just get in touch with Support if you need any help setting it up.


    Thanks

    Ross

  2. Preferences Per Site Settings - Jobs/Contacts/Companies

    To update the Preference Per Site settings so when a value is disabled it does not appear the Jobs, Contact or Company records or searches.

    0 votes

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    Delivered  ·  0 comments  ·  CRM  ·  Admin →
  3. Preferences Per Site Settings - Add-Ins

    To update the Preference Per Site settings so when a value is disabled it does not appear the Outlook/Gmail Add-ins and the Chrome Extension,

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    Delivered  ·  0 comments  ·  CRM  ·  Admin →
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