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Knowledge Base |
Widget - Recent People
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This article will guide you on how to use the Recent People widget.
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
This widget shows all of the recent people that you have interacted with, so you can access them again quickly, if needed.
NOTE: "Recents" are stored in cookies - if you clear your cookies they will be cleared.
You can also find your recently accessed accounts under Prospects/ Members > Members Lookup > Show recent.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
Viewing the Recent People Widget
This widget shows all of the recent people that you have interacted with, so you can access them again quickly, if needed.
NOTE: "Recents" are stored in cookies - if you clear your cookies they will be cleared.
You can also find your recently accessed accounts under Prospects/ Members > Members Lookup > Show recent.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
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