RO Change Notification (Dashboard)

RO Change Notification (Dashboard)

  1. Click Dashboard


  1. Then click "Personalize"




Find "Custom Search"





  1. Click "Set Up"




  1. In the search box type in "System Notes" > Then Change "results size" to 50 or higher
  2. Click Save




  1. You can change the "sales rep" dropdown to
    1. "-Mine-"  for Service Advisors
    2.  "- My Team-" for managers
  2. Set the "Date" to "Today" or the desired range

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