In this video, we describe how you can select your default homepage, and case record tab (default landing page when accessing individual or group cases).

Need more help? Please contact our support team.

In this video, you'll see just how easy it is to set up and manage your NextAgency dashboard. Customize your dashboard view by selecting which tiles to display. The dashboard is the looking glass into your agency.

Need more help? Please contact our support team.

Need more help? Please contact our support team.

Watch how to switch between dashboard views, save your own view from a template, and share it with a teammate.

In this video:

• Switch views from the Views menu and apply one of the four built-in templates
• Remove a tile with Select Tiles
• Save your changes as a new view and choose Private or Public
• Manage your views from Views > View all: copy, rename, share, hide or delete
• Share a view with specific teammates
• Find a view you've hidden with Show hidden views

Related reading

• How to Use Dashboard Views
• Managing Dashboard Tiles

If you have questions, please reach out to our support team.

In this video, you'll see just how easy it is to manage contacts inside of NextAgency with the recently deployed Contacts Centralization module.

Need more help? Please contact our support team.

A tour on how to manage (create, edit, delete) reports within your agency portal.

Need more help? Please contact our support team.