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Claris Engage 2025 - March 25-26 Austin Texas ×

Setting up different DASHBOARD views

Sue Smith

By Sue Smith
in Core4 CRM

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Sue Smith Rookie

Sue Smith

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Has anyone come up with a way to setup different DASHBOARD views?

For example, I have some follow-up tasks that are routine (i.e. going through old tasks from ex-employees trying to update) and I have ones that are MISSION CRITICAL.  I'd like to know how other organizations are doing this?

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