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Last Updated: 06/18/2025
in Topic Hubs
Keep your business hopping as each season changes; take the time to review and refresh to make the most of your Jackrabbit account.
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How to further customize your system to meet the needs of your organization.
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The Executive Dashboard keeps you informed of critical performance indicators and informs staff about tasks and announcements.
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The Aged Accounts report provides a breakdown of unpaid fees by family and is divided into buckets by the age of the account: 0-30, 31-60, 61-90, and > 90 days.
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A complete breakdown of User Permissions required to view and use Executive Dashboard widgets in your Jackrabbit system.
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The Alerts panel on the Executive Dashboard offers quick links to important information, including upcoming birthdays, scheduled emails, and more.
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The Key Metrics widget on the Executive Dashboard offers quick links to enrollment information.
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Explore the Dashboard Settings that control how your Executive Dashboard works, including filtering options, date ranges, and update behaviors.
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Procedure to assign Policy Groups to appointments.
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Last Updated: 06/17/2025
in Use Jackrabbit Appointments
Procedure to assign Policy Groups to appointments.