The admin dashboard cards will show a variety of different icons based on how events are flagged, in this guide we'll go over briefly what each icon means.
The admin dashboard filter is a powerful tool allowing you to filter by a number of different flags, in this guide we'll talk over how to setup a filter based on enrichments and some use cases.
The BETA channel allows you to preview changes to the CFS system before they are made live. If you’re using the CFS schemes module you can also use the beta channel to preview scheme setting changes before making them live (e.g.matrix changes, documents, etc.)..
Filters in CFS allow you to configure the dashboards to your preferences, they can be saved & shared and you can have multiple filters for different reporting purposes, this guide goes over the basics of a filter.
Premium override controls give you the ability to quickly make adjustments to a quotation, this could be on the back of a referral or to sacrifice fee / commissions.