In our latest webinar, Alex Craig, a software support and implementation specialist at WingSwept, walked attendees through the dashboard’s features, focusing on widgets and their practical applications.
Key Takeaways:
- Widgets for Efficiency: Various widgets were highlighted to help users optimize their dashboards, including action items, pending documents, and case tracking. Tips were shared on customizing and organizing widgets for a smoother workflow.
- New Dashboard Enhancements: Recent updates now allow users to modify their dashboard layout without frequent page refreshes, making the process faster and more intuitive.
- Chart Widgets & Reporting: Clarifications were provided on how chart widgets offer a snapshot of key data, while detailed reports provide deeper insights.
- Quick Tips: Attendees learned how to declutter their notifications, streamline tasks, and use the “blue button” feature to add case notes without opening individual cases.
To learn how CMTS can help your agency close investigative cases more efficiently, call us at 855-667-8877 or schedule a demo today!