If you want to report your current status to your manager or share the information with colleagues, you don't need to type all the data in an email. In the dashboard windows for Maximizer CRM 12 Web Access, you can insert the screenshot of a dashboard into an email by clicking a button.
On the toolbar for dashboard, you will find a new button, Email.
Press the Email button to open the compose email dialog. The screenshot of the dashboard will be embedded in email body and if your email is in plain text format, the screenshot will be attached. The name of the dashboard is added to the email subject line so your Manager knows exactly what to look forward to in your report.
This is a great feature that allows staff to quickly and efficiently update their leaders on their progress with just a click of a button!
Emailing Dashboards in Web Access is one of the top CRM features in Maximizer CRM 12, find out what the others are here: Top 12 Features in Maximizer CRM 12
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