The Dashboard is unique to the user currently logged into the system, it is divided into two (2) sections, the upper portion will show summary widgets, the lower portion can show a quick summary of Tasks/Calls and other graphical items.
Each user must log-in to their own account to make changes to their settings on their dashboard.
Customising The Top Widgets
The top widgets are those that appear in the rectangular boxes, their purpose is to provide a quick summary of information in the system.
Refer to this section to add/edit available widgets, tasks will be used as an example in the instructions below.
1. Log-in to the system.
2. Click on the Dashboard.
3. Select Customise (top right corner).
4. The Summary Widgets Panel is displayed, locate the Tasks Widget, click Use.
5. Locate the Completed Tasks (right side of the screen) then click the Pencil icon.
6. Change the Salesperson to the logged in user (make any other adjustments including Date type- to show tasks by week/month/quarter/year, colour of the widget and the Title)
7. Click Update, then click the Dashboard, the new widget will be added.
Customising The Bottom Widgets
The bottom widgets are those that appear in the majority of the window display, including summaries and graphs similar to the image below.
Refer to this section to add/edit available widgets and graphs. Tasks will be used as an example in the instructions below.
1. Log-in to the system.
2. Click on the Dashboard.
3. Select Customise (top right corner).
4. Scroll to locate the heading Grid/Graphical Widgets, the locate the Task/Call Widget, click Use.
6. Locate the Task/Call Widget panel (on the right side of the screen) then click the Pencil icon.
7. Make edits to the panel as desired, then click Update.
If you have any further questions, please contact Support.