The Agency Anywhere calendar has been updated to support drag and drop of "To Do" items. Items can also now be viewed as a list or as a Kanban.
Notice that items on the Calendar are automatically color coded, based on their current column in the Kanban view (see below).
The new Kanban view helps users manage their work flow of "To Do" items, making sure they are completed. Items can be dragged and dropped to each column,
left to right, as they progress toward completion.
The Kanban view can be accessed by clicking "Calendar" and then clicking the "View as Kanban" link at the top of the Calendar.
Users can now control if the Dashboard appears at startup by clicking a checkbox under Preferences.
The Dashboard shows the total number of records that have been created for Contacts, Forms, Emails and Holders.
It also shows the "To Do" list, "User Actions", and "Policies Expiring" in the next 30, 60 or 90 days.
With many in the workforce switching to working from home, Agency Anywhere™ is the perfect solution.