The cards in the Summary tab give you a quick overview of information that is pertinent to you, such as a visualized summary of your opportunities pipeline, quick access to your tasks, and your agenda for the day.
Some cards also serve as entry points for more detailed information. You can click the View All button on a summary card to navigate to its associated workspace.
Other cards contain interactive charts that graphically display information you have entered in the system. For more information on how to interact with charts, see Navigating the NexJ CRM user interface .
Nudges card
Engage is a product in the NexJ Nudge-AI suite that is an intelligent digital assistant and recommends the next best actions based on priority scores, which are calculated using client details and information about wealth management practices. Engage generates a prioritized list of nudges to let you know the most important touch points for your clients on any given day. You can see the active highest-priority nudges for your clients on the Nudges card on the Home workspace. For more information about nudges, see Engage.
My Tasks card
A task is a type of activity, assigned to one or more users, that does not need to occur at a defined time. The My Tasks card displays information about each task item assigned to you that is not complete or canceled, including the task description, status, start date, and due date. Task icons indicate the type of task you are viewing and red icons let you know that a task is unscheduled or overdue.
Tasks are organized on the card into Unscheduled, Overdue, Today, and Future sections, based on their due date.
You can use the My Tasks card to:
Add a new task by clicking the Add button and selecting the type of task you want to add.
Expand a task to reveal more information and take action directly from the card:
Mark a task as complete
Delete a task
Edit a task, add a follow-up, or add a call record from the More Actions menu.
To navigate to the Tasks workspace, where you can search and filter your tasks in a data table and generate tasks reports, click the View All button on the My Tasks card.
Today's Agenda card
The Today's Agenda card provides a condensed view of your calendar, showing all schedule items for a single day. By default, it displays your schedule for the current day. You can cycle through and view your schedule for adjoining days by clicking the Previous Day button or the Next Day button at the top of the card. To return to the current day, click the Today button . To view your schedule for the selected day on the Schedule workspace, click the View All button.
You can use the Today's Agenda card to:
Add a new schedule item by clicking the Add button and selecting the type of schedule item you want to add.
Expand an existing schedule item to view more information about it or to take one of the following actions directly from the item on the card:
Edit the schedule item
Add a call record
Add a follow-up, mark the item as complete, or delete the schedule item from the More Actions menu.
If you cancel or complete a schedule item, the "[Cancelled]" or "[Completed]" prefix is displayed with the schedule item description.
Product Opportunity Pipeline chart
The Product Opportunity Pipeline chart provides a summary of how your product opportunities are progressing through the stages of the sales process. You can use this chart to gauge the overall health of your pipeline by measuring the volume of opportunities that you are managing, and by viewing how your opportunities are moving through the sales process.
The Pipeline by Product Type chart visualizes the distribution of expected revenue across your product opportunities. Use this chart to track what products are driving the greatest potential revenue, and what products are not selling as well as expected.
From this table you can modify the properties of a selected activity or mark the activity as complete directly from the activity record in the data table.
You can also perform the following actions from the data table toolbar:
Generate reports To generate the My Contacts' Recent Activities Report, click the Reports button . For more information, see Contact reports.
Sort by To change the sort order of the records in the data table, click the Sort by button .
Select columns To select which columns display in the data table, click the Select columns button .
When viewing a list of activities in a data table, you can see the full notes associated with each activity. The note is displayed as a new row, below the row with all other information about the activity. To include the notes rows in the data table, use the Select columns command in the More Actions menu to select the Note column.
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