Overview
BoldTrail BackOffice dashboard allows you to present various types of information side-by-side using widgets, such as:
Content widget which allows you to enter and format text, imagery, and videos
Links widget that helps you store important web pages lists
Recent transactions widget that displays your most recently created transactions
Goal tracking widget that shows how your office achieves its goals from the perspective of different metrics
How do I edit a widget on the dashboard?
To activate a widget, please contact our support team.
Why can't I see the Dashboard page in the menu?
If you can't see the Dashboard page in the menu, contact your local admin. They should enable the needed permission for a user.
