Accessing My Dashboard and QuickViews in the Remedyforce Console
You can use the dashboard and QuickViews in the Remedyforce Console to view a consolidated list of all your assigned records and other key data. The View menu in the Remedyforce Console displays the My Dashboard, Shared QuickViews, and My QuickViews options only if your system administrator has enabled the dashboard and QuickViews in the Remedyforce Console.
The My QuickViews option is available in the View menu only if at least one of the following additional conditions is met:
- Your system administrator has given you permission to manage your own QuickViews.
- Your system administrator has not given you permission to manage QuickViews, but you have previously created QuickViews from the Remedyforce Console or Remedyforce Dashboard tab. In this case, the create, edit, copy, and delete icons are not displayed for the My QuickViews option.
To access My Dashboard and QuickViews in the Remedyforce Console
- Click the Remedyforce Console tab.
From the View menu, select the appropriate option: