Hello,
Is there a way at all to clear notifications on the dashboard - within the workflow timeline? Is there a way to like check off notifications so they can be hidden from the dashboard? I know there is a way to sort the dashboard - but that's not the same as this inquiry. So in a sense it would be like clearing off your push notifications or something like that.
Let me know about this, thanks!
Clear Notifications on the Dashboard
- Agalassi1792
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- Dave
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Re: Clear Notifications on the Dashboard
Only the owner of the company can delete timeline entries. This is done by going to the CRM record for the timeline entry (it cannot be done from the main timeline on the dashboard). The company owner will see a delete button like this:
The purpose of the Workflow Timeline is a historical record of all of your business activity; therefore changing of the historical record is discouraged and can only be performed by the business owner.
The purpose of the Workflow Timeline is a historical record of all of your business activity; therefore changing of the historical record is discouraged and can only be performed by the business owner.