Personalizing Your Visit List

Choose what you want to see in your visit list.

This is all the new text and screenshots for what uploaded

Click the Gear Icon to set up your Dashboard Columns.

Turn on the columns you care about and put them in the desired order.

We suggest EVERYONE includes Visit Notes, Visit Logs and Invite Status because these interact with the components at the top of the dashboard.

Set your dashboard filters

Click the Filter Icon to set your Dashboard Filters.

Choose the filter options that you are interested in.

Don't forget to save your settings

- Click on "Save as Default" checkbox to save your columns and filters as your default settings