How to Edit Dashboard Items

• Related Articles

• How to Customise Fields in CrewDone

  1. Identify the module and fields you would like to customise 2. Go to Modules and Fields to customise the fields 3. Select the module name 4. Select the layout 5. Select the field you would like to add 6. Edit the field name 7. Drag additional ...

• How to Customise Canvas Views in CrewDone

  1. Start by selecting the a module that you would like to customise: 2. Click on on the detailed view of the card: 3. Navigate to the bottom of the detailed view and click edit: Please note that you will not be able to edit the CrewDone canvas view ...

• How to use the Home page and Dashboards

  1. Start by launching your Home page 2. Here you can view different metrics and click on the parameter to view more details 3. Click Today's Enquiries to review fresh leads and respond promptly 4. View My Next 7 Days + Overdue Tasks to quickly ...

• How to create email templates

  1. Select Settings 2. Navigate to the Templates section 3. Click New Template to create an email template 4. Select the relevant module for your template 5. Click Next to customise your email template 6. Select Blank to start designing a campaign ...

• How to Manage the Dashboards and Home Page

  Get a clear snapshot of your business with CrewDone’s Home Page and Dashboards. In this video, we’ll show you how to personalise and navigate your home page, so the information that matters most is front and centre. You’ll learn how to use dashboards ...