☑️ The Owners Dashboard in ParcVu Desktop
Last updated 7 months ago
To access this dashboard, the user will need the Allow Access to Owner Dashboard user permission
There is an option on the top tool bar to select to go into the Jobs/Owners/Sales Dashboards.
Once selected the Dashboard will be displayed, click on the Owner tab. This will show totals of various Owner detail stats.
Clicking on an option will display the details, example below is ‘Insurance Expired’.
Click on the required entry line in the grid and then select the required action from the navigation list.