If you are working across a number of different branches, you can filter the Main Dashboard to view either all branches or a specific branch. In addition, you can filter to see just those areas linked to a specific person. These filters affect everything shown on the Main Dashboard.
To filter the branch and negotiator:
- Click the Home screen tab on the main toolbar
- Click Main Dashboard on the Home screen side menu
- Using the Branches and Negotiators dropdown menus, click All Branches or a specific branch and All Negotiators or a specific negotiator
- The selected filters will be the defaults for you, until changed
