Recently Updated Pages
Add Tags to a Dispatch
To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch nu...
Add Distribution Lists to a Dispatch
Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, s...
Add a Waypoint to an Itinerary
To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to...
Add a New Module Level (Database Module)
To add a new module level in the Database Module, go to the Settings Page and select the “New Mod...
Add a Database Group
To add a database group, go to the Groups Page of the Database Module. Select the “New Group” ...
Unpin a Widget or Speed Dial from the Dashboard
To unpin a widget from the dashboard, go to Dashboard Module and select the specific Dashboard yo...
Mitzi's Playground
Hi Robert. How was your King Cake. Figuring it OutThis is a fun thing.
Edit a Dashboard
To edit a dashboard, go to the Dashboard Module and select the specific Dashboard you wish to edi...
Create a New Dashboard
To create a new dashboard, click the “+” icon located to the right of any existing dashboard tabs...
Create a Chart Widget
To create a Chart widget, select the Add Widget button (from the top right-hand corner of the pag...
Add a Module Summary Widget to the Dashboard
To add a module summary widget to the dashboard, go to the Dashboard Module and select the specif...
Set Up Additional Account Fields for Email Settings
To utilize the CC and BCC Email Settings on the Module Settings Tab of the Settings Page in the C...
Edit Email Report / Alert Notification Settings for Existing Accounts
To edit email report / alert settings for existing accounts, go to the Account Settings Tab on th...
Create a New Communications Templates
To create a new communication template, go to the Communication Templates Tab on the Settings Pag...
Apply a Notification Template to Existing Accounts
To apply notification templates to existing accounts, go to the Account Settings Tab on the Setti...
Edit a Calendar Filter
To edit a calendar filter, go to the Home Page of the Calendar Module. All existing filters show ...
Delete a Calendar Filter
To delete a calendar filter, go to the Home Page of the Calendar Module. All existing filters sho...
Create a New Module Level (Calendar Module)
To create a customizable module level in the Calendar Module, go to the Module Level Tab on the S...
Create a New Calendar Filter
The Calendar Home Page has one default filter, All Events, that includes all meetings, events, as...
Create a New Calendar Event
To create a new calendar event, open the Home Page of the Calendar Module. Select the “New Eve...