How to manage card/kanban views and track records
1. Select the module you would like to view
2. Click on a "contact" card to access detailed information and history
3. Navigate to the Accounts tab to manage and review account-level data
4. Select an account card to dive into client account details and history
5. Switch to the Jobs tab to track and manage all client projects in one place
6. Open a job card to view or update specific job details and progress
8. Select a contact to view full interaction history and client-specific info
11. Switch to Account Overview for a snapshot of key client account metrics
12. Open a job name link to instantly access complete job details and status
13. Click the closing date to check project timelines or adjust dates as needed
16. Use the All Jobs dropdown on the left to filter and find jobs by stage or type.
17. Drag the "Job" card into another Stage to update the kanban view
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