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Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Home Page

Suite applications offer a home page for quick access to frequently opened records and reports, a list of pending appointments and tasks, pending invoices, and company-wide messages. The homepage look and feel can be customized at user level based on settings configured by your administrator. 

Note: If your site has implemented home page templates via Suite Manager, you may not be able to customize the home page by adding widgets or tabs. Contact your administrator to customize your homepage.

Customizable eCounsel homepage

Bookmarks

The left panel on the home page contains any bookmarks that you have set to access records and features quickly and easily. 

Message of the Day

An announcement that displays on the home page of all users. It can be used as a reminder of important events, to distribute system-wide information, or as a daily greeting.

message.png

Widgets

The right panel contains widgets that you can customize to search for information such as the most recently accessed people or entities. Options for personalizing the home page are accessed by clicking Personalize home page at the top of the home page.

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