Use the bar and quick chips

The bar along the bottom of My Day is the fastest way to change what the dashboard shows.

Steps

1. Open VNCfluid. My Day is the default.
2. Pick a quick chip — My Day, Inbox, Chats, People, Contacts, Deals, Channels, Customer 360 — to switch the view.
3. Or type a request in the Ask for a board box — for example my day or pipeline for a customer — and send it.
4. The cards update to match. Each card still has its own Search and Open ….
5. Select + in the top bar to add another card to the dashboard.

Result

You do not have to open each product to see the slice you need — the chip or the prompt pulls it into My Day.

See also

• Your My Day dashboard
• What My Day aggregates
• VNCfluid overview