Progress in Totalizer

Use the Totalizer to check on the progress in the central dossier item.

For example, each day you can see how many dossier items of the Action type have not yet been completed.

If the Resp. person field has also been completed correctly and added to the view, you can view the dossier items that have not yet been completed per person responsible.

The Totalizer settings that you used the last time are kept. The next time you want to take a look at the situation, you only need to open the Totalizer.

To view the progress in the Totalizer:

  1. Go to: CRM / Dossier / Dossier.
  2. Select the view containing the fields for which you want to view the totals in the Totalizer or add a new view.
  3. Filter on the dossier item type for which you want to view the quantities.
  4. Click on: Ctrl+Y to start the Totalizer, or first click on the Export button and then on Totalizer.

  5. Drag the Resp. person field to the Sleep een kolom hierheen om op deze kolom te groeperen box.

Directly to

  1. Central dossier view
  2. View a dossier item in the central dossier view
  3. Follow up on an Action dossier item
  4. Progress in Totalizer