Filtering the Main Dashboard by Branch and Negotiator

Chris Horroll
Chris Horroll
  • Updated

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. Similarly, you can filter to see areas linked to a specific negotiator, or multiple negotiators. These filters affect everything shown on the Main Dashboard.

To filter the branch and negotiator:

  1. Click Home on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. Using the Branches and Negotiators dropdown menus, click All Branches or a specific branch, and All Negotiators or a specific/multiple negotiator(s)
  4. The selected filters will be the defaults for you, until changed

Related articles: 

Creating Tasks

Finding and filtering tasks

Updating and completing tasks

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