Last Revised: 19 Dec 2019 Written by Veloxity CRM Time Estimate: About 1 minute to read.
You are looking at a screenshot of Selecting a Predefined Search in Chart View.
Figure 1. Selecting a Predefined Search in Chart View.
Navigate to Chart View. Chart View is found on data records and the Veloxity CRM home page.
Click the Chart Title associated with the chart you wish to configure. (See Figure 1.)
Select a predefined search from the picklist. Each search provides a real-time query of the data specified in the search, and then display the results in the chart.
The chart automatically updates to display the selected chart.
Home Page Layout Manager. The availability and location of Chart View will depend on your company's configuration.Your Veloxity CRM administrator configures Chart View in the
Additional questions, feedback, or need more help? Click Learn More.
Jump to the following section for more information on working with Chart View: