Customizing CRM Dashboard Views

Objective

To provide a clear and concise guide for team members on how to customize the columns and filters of the CRM dashboard, ensuring that they can efficiently manage and view important data without misunderstandings or errors.

Key Steps

1. Access the CRM Dashboard
   • Log in to the CRM system.
   • Navigate to the desired tab on the dashboard.
2. Customize Column Order
   • Click on the “Columns” button.
   • Reorder columns by dragging them to your preferred position, placing the most important information at the beginning.
   • Use checkboxes to show or hide specific fields based on your needs.
   • Click “Save” to apply your changes.
3. Set Filters on Columns
   • Click on the filter icon located at the top of the column header.
   • Choose the desired filter criteria (e.g., select “New Patient” for the type, filter by location, or provider).
   • Once filters are set, they will remain active until changed.
4. Manage Filters
   • To view or modify your filters, click the filter icon again or click the filter button at the top of the screen.
   • A summary of active filters will be displayed, showing how many columns are currently filtered.
   • Manage individual filters or click “Clear All” to remove all filters at once.
5. Set Filters for Each Tab
   • Remember that filter views must be set for each individual tab.
   • Once filters are set for a tab (e.g., unconfirmed view or follow-up view), they will remain until manually changed.

Cautionary Notes

• Ensure that you save your changes after customizing columns and filters to avoid losing your settings.
• Be aware that filters must be set for each tab individually; changes in one tab do not affect others.
• Regularly check your filters to ensure they are still relevant to your current tasks.

Tips for Efficiency

• Consider creating a standard column setup that can be shared among team members for consistency.
• Regularly review and adjust your filters to align with your current workload or focus areas.
• Use keyboard shortcuts, if available, to navigate the CRM more quickly and efficiently.
• Document any common filter settings or column arrangements that are frequently used to streamline the process for new team members.