Via the Monarch Homepage you may define Data Cards to tailor what information you want to see first when logging into the system, including Today's Activities. This will serve as a reminder of your schedule each day. This Data Card displays a running calendar view of the activities for today. To add the Today's Activities data card into Home page, please follow the below steps.
1. Navigate to Home from left navigation Panel.
2. Click on the plus sign(+) on any empty card and select Today's Upcoming Activities. Note: if there is no empty card, please click "X" on any data card to remove it from the card.
4. You can expand the data card by clicking on the Data card.
With the Expanded View, Activity’s Time, Type, and Subject, Account Name, Primary Contact, Phone number and Email address are displayed. On this page, you can export the Activity List by clicking on the Export button on the top right. Also, you can set Activity Card to be your Home page by clicking on a little heart symbol next to the Export button.
