Monarch - Home Page Activity Data Card

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 ActivitiesThis will serve as a reminder of your schedule each day. This Data Card displays a running calendar view of the activities for today.


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.


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