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Dashboard Feedback

Answered
Jackie Frans
  • When I sign in it goes to September but after that whenever I go back to the Dashboard it goes to October.  When I click back to September then September is blank of all appt, Contacts, and case notes
  • When I sign in I see all the Contacts and Case Notes but whenever I go back I only see appointments but only from October on (as stated above).
  • There is no option for the Scheduler view.
  • On the top menu bar it doesn't show the number of new referrals beside the Referrals menu selection.
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Comments

5 comments

Date Votes
  • Amy H

    Hi Jackie, thanks for your feedback! It has been forwarded to our development team. 

    Regarding the Scheduler view, while it isn’t part of this initial pilot release, it is planned for a future phase. We’ll be announcing new screens as they become available in the modernized view.

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  • Janice Jordan

    May I add to this comment? :)

    Just to note any change to the Dashboard (change user, unselect items shown, month change) results in calendar display and monthly totals to go blank.  Hitting page refresh does not return information.  The only way to get information to return is to log out and log back in.

     

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  • Amy H

    Hi Janice, thank you for your comment addition! 

    Jackie - As Janice noted, logging out and in again should refresh the dashboard, or you can also try selecting Ctrl+ F5 (CMD+Shift+R on Mac) on your keyboard to refresh while on the dashboard. 

    All comments have been forwarded to our development team. Thank you kindly!

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  • Jackie Frans

    Hi Amy,

    Ctrl+F5 does not seem to work.  Also, I don't think logging out and logging in every time I want to see September information is a valid solution or even work around. LOL  I will stick with the old Dashboard until this is fixed.  Thanks so much.

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  • Amy H
    • Edited

    Hi Jackie, 

    Thanks for your reply and patience! We’re aiming to fix the issue with the monthly Dashboard view in the upcoming release. 

    We’ll keep you all posted as new features and fixes become available. We truly appreciate your understanding as we work to improve the platform. Thanks again for your feedback and support!

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