How do I customize the dashboard?
Click the Menu Icon (≡) and then click Setup > Setup Goals & Dashboard > Setup Dashboard
- Select the dropdown for Company or a Worker
- Check the boxes to display the metric in Dashboard
- Click Save
Only the metrics with boxes checked will display in Dashboard when the Company or Worker is selected.
Related Articles
Setup & Customize Dashboard
Click the Menu Icon (≡) and then click Setup > Setup Workers > Setup Dashboard Select the dropdown for Company or a Worker Check the boxes to display the metric in Dashboard Click Save Only the metrics with boxes checked will display in Dashboard ...
How do I change the Ticket Date?
Important: The permission for Edit Ticket Details must be enabled to change the ticket date. To edit the date assigned to the ticket, follow these simple steps: Go to the completed ticket page Click Edit Ticket Details Click on the Date Field Select ...
Reopen & Edit Ticket - Best Practices
Reopen Ticket Capabilities coming late 2023 / early 2024 Important: the Reopen Ticket permission enabled is required to reopen tickets, upon release this permission is disabled by default. How do I reopen and edit a ticket? From the completed ticket, ...
How do I edit a Gift Expiration date?
Here are the steps to edit a Gift Expriaiton date: Go to the Navigation Menu ☰ Click Gift Balance Search for the Gift Click on the Gift Number A pop up will appear with the Expiration Date in the upper right Change the Expiration Date to the desired ...
How can I change a client name on an open ticket?
To update the Client Name associated with an open ticket: From the ticket in Checkout, click the X to the right of the Client Name Search for a client by name, phone or email and select the client -or- select NO CLIENT The ticket will now be ...