IS ALL OF Custom Dashboard Widgets

IS ALL OF Custom Dashboard Widgets

system update
February 06, 2024•1 min read

Our CRM now allows you to group tags using the "Is All Of" condition in dashboard widgets. This means you can filter and display information based on contacts that have all specified tags, providing more detailed insights.

IS ALL OF Custom Dashboard Widgets: This allows you to filter and showcase details for contacts with all specified tags.


⭐️ Why Does It Matter To Your Business?

  • Enhanced Precision: Easily filter and view contacts that meet specific criteria by grouping tags together.

  • Deeper Insights: Gain a more comprehensive understanding of contacts by refining your dashboard widgets based on multiple tag conditions.

  • Increased Efficiency: Streamline your workflow and focus on contacts that meet precise criteria, saving time and effort.

⭐️ How To Use IS ALL OF Custom Dashboard Widgets:

  1. Access the dashboard in your account from the left navigation menu and click on the Edit Dashboard button.

  2. Now click on the “+Add Widget” button.

  3. Now select the Widget type you want to add.

  4. After selecting the desired widget in the widget settings access the Conditions tab and click on Add condition.

  5. While adding the conditions Choose the “Tag” filter from the dropdown menu.

  6. Here you can see the newly added "Is all of " feature.

    In conclusion, our CRM's new feature empowers you to precisely filter and display information by grouping tags with the "All Of" condition in dashboard widgets. This enhancement offers increased efficiency, deeper insights, and enhanced precision, allowing you to focus on the most relevant data for informed decision-making in your small business. Simply customize your widgets with this feature to streamline your workflow and maximize the benefits of our CRM.

custom dashboardwidgetscrmdashboardwidget
Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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