Adding DashPoints To A DashBoard

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You may add additional DashPoints to the following DashBoards:

 

Key Accounts

 

Key Customers

 

Key Vendors

 

MyDashPoints

 

 

To add a DashPoint to a DashBoard:

 

Double-click anywhere on the DashBoard grid to display the Edit Window or click on the New button in the toolbar to open the Edit Window.

 

The Edit Window is where you will modify or delete existing entries, add new entries or page through existing entries using the Next and Previous buttons.

 

Also, you may highlight an entry in the grid and use the Delete button in the toolbar to delete an entry.

 

See the DashPoints, Fields section for a detailed explanation of setting up a DashPoint