Welcome to our HelpCenter. How can we assist you? Welcome to our HelpCenter. How can we assist you?

Welcome to our HelpCenter. How can we assist you?

Welcome to our HelpCenter. How can we assist you? Welcome to our HelpCenter. How can we assist you?
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23 results for "dashboard"

How to use the Snapshot Dashboard
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to). One location will be viewable at a time using this dashboard. (Reference: Location A in the picture) Associates will
Sean H. Sean H. 0 comments
How to access Snapshot Dashboard
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Snapshot Article can be found here " How to use the Snapshot Dashboard "
Sean H. Sean H. 0 comments
Queue View Custom Tabs Overview
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reports Future bookings reports Chart-based reports Dashboard-style reports Other saved reports created in Queue View
Alek Alek 0 comments
How to Delete an Existing Service Guide
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cannot be undone. Associates will no longer see it on their dashboard from the next visit onwards. Tip: If you want to temporarily
Alek Alek 0 comments
What are Queue Views?
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role or department. Think of Queue Views as personalized dashboards that ensure every associate sees the information that
Alek Alek 0 comments
How to Add Steps in Service Guides
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This is what the associate sees as the step title on their dashboard during a visit (e.g., "Greet customer", "KYC capture", "Collect
Alek Alek 0 comments
How to Add Data Collection Fields in Service Guides
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the Field Label — the label associates will see on their dashboard (e.g., "Identification type", "Identification number", "Loan
Alek Alek 0 comments
Data Hygiene: Why It Matters and How to Maintain It
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Hygiene Matters Accurate Reporting : Clean data ensures dashboards, metrics, and KPIs reflect the true state of your operations
Mike B Mike B 0 comments
How to Connect Services or Advanced Rules in a Service Guide
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Service Guide will automatically appear on the associate dashboard whenever a visit matches one of these services. If
Alek Alek 0 comments
How to Use Service Guides from within the Queue
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permissions: Associate role with access to the Qtrac Queue dashboard. Once you confirm that you do have access to these settings
Alek Alek 0 comments