Contact dashboard

The Contact dashboard shows summary information for the current contact, together with quick access to additional detail and functionality via a series of dashlets. If required, you can select another contact to view.

Contact dashboard.

The content of the dashboard is based on your permissions/role. You can:

Add dashlets

Edit the content of dashlets (where available)

Remove dashlets

Reset the dashboard to default

See a list of available dashlets

 

Also see

  1. Set default dashboards for users
  2. Contact dashboard permissions
  3. Client dashboard
  4. Staff dashboard