Cloud Business Dashboard

Cloud Business Dashboard - Your case management homepage

Cloud Business Dashboard

The Business Dashboard allows for an at-a-glance view on your tasks, events and recent activity. It is an aggregated view that allows team members to quickly navigate to tasks or events that are due in the foreseeable future.

SaasCase never lets its users forget things that they have said that they want to remember, using the SaasCase Cloud Business Dashboard can help dramatically improve your practice efficiency.

Cloud Business Dashboard

Cloud Business Dashboard

  • My Alerts – Shows a list of Overdue Tasks, Next 7 days worth of tasks, your next event and the next 7 days events.
  • My Tasks and Events – A comprehensive list of upcoming tasks and events that allows users to see tasks that may require preparation.
  • Recent Activity – A Business wide overview detailing events occurring within the practice.
  • Quick Add – A convenient short cut that allows the quick creation of Events, Tasks, Cases and Contacts.