General Features
- Activity Feed
- Calendar
- Creating an IP Whitelist
- Criteria System
- Customizing Tables
- Filters
- Importing
- Notes, Appointments, and Deadlines
Employees
- Departments
- Permissions
- Ownership
- Usage Logs
Other
- Database Management
- Reports
Recommended Settings
For the best possible experience within the administrative dashboard, we recommend the following setup on your computer.
Web Browser: Chrome, Firefox, Opera, and Microsoft Edge with cookies and JavaScript enabled.
Resolution: We recommend a minimum screen resolution of 1280×768.
Common Admin Views
List View
![](http://documentation.covebrookcode.com/wp-content/uploads/2021/06/Screen-Shot-2021-06-16-at-8.42.10-PM-1024x669.png)
- The top (black) bar is the CRM overview. This gives you an indicator of contacts due, overdue contacts, opportunities, deadlines, and appointments, as of that day.
- Filters allow you to refine current listings based on specific criteria.
- Quick Add allows you to quickly create various items, like members, content, or contacts.
- Favorites menu provides quick access to contacts, accounts, and members flagged as “favorite.”
- The secondary navigation menu contains links pertinent to the current page you are viewing.
- The primary navigation menu contains navigation for the entire program.
- Search allows quick lookups for members, accounts, contacts, event registrations, transactions, and events themselves. Create advanced criteria searches by clicking on the bullseye.
- Page Sorting options on each list
- Table settings allows you to set your table headings.
- Update availability – if we have updates available, we try and notify you in the lower left-hand corner
- Status of background jobs is reported on the bottom bar.
Slider View
![](http://documentation.covebrookcode.com/wp-content/uploads/2021/06/Screen-Shot-2021-06-16-at-9.10.09-PM-1024x669.png)
The slider is the second layer of the control panel, used to manage various items throughout the program, such as members, contacts, events, and more. When you click a result in a listings page, you will often see a window pane “slide in” from the left side.
Popup View
![](http://documentation.covebrookcode.com/wp-content/uploads/2021/06/Screen-Shot-2021-06-16-at-9.29.06-PM-1024x669.png)
Popups are the third layer of the control panel, used to provide quick access to editing and often the addition of items.
There are two variations on the popup, a large one which covers most of the screen, and a smaller one for less intricate tasks.
You can close a popup by clocking on the x icon in the top right.