Adding a new custom panel to your available Panel Library list offers a few advantages:
- Efficiency: Report information that you use frequently is immediately available in the panel when you log in to your ClearView CRM dashboard.
- Effectiveness: An optimum panel configuration allows you to grasp quickly the import of what you see.
- Choice: You have more options with which to build exactly the dashboard(s) that supports your and your organization’s work.
If you don’t have support from an internal ClearView CRM administrator, ask for help to create your report-based custom panel from your account manager or anyone on the Client Services Team. They’ll be happy to help you produce a custom panel that can immediately show up on the fundraising dashboard of your dreams.