Difference between revisions of "Edit Dashboard"
From Commence CRM-Help
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| − | + | = Editing your Digital Dashboard = | |
| + | Return to '''[[Digital Dashboard]]''' | ||
You may decide which portlets appear on your own Digital Dashboard by clicking the '''Edit''' button and moving available portlets between the “Available” and “Show” lists. Those listed under “Show these portlets” will appear on your Digital Dashboard screen. The system will optimize the cleanest possible look in the order you established. | You may decide which portlets appear on your own Digital Dashboard by clicking the '''Edit''' button and moving available portlets between the “Available” and “Show” lists. Those listed under “Show these portlets” will appear on your Digital Dashboard screen. The system will optimize the cleanest possible look in the order you established. | ||
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# Rearrange the order of appearance of portlets on the “Show” list by highlighting the summary name and clicking the '''Up''' or '''Down''' button. Click '''Save''' when done. | # Rearrange the order of appearance of portlets on the “Show” list by highlighting the summary name and clicking the '''Up''' or '''Down''' button. Click '''Save''' when done. | ||
| + | == Alerts == | ||
| + | Alerts are reminders that have been set for activities such as meetings, appointments or calls. Alerts will appear on your dashboard based on the time frame you have established, such as 1 hour prior to the activity as an example. | ||
| + | |||
| + | The more button on the right will display a complete list of all your scheduled activities. | ||
| + | |||
| + | == Today's Calendar == | ||
| + | Today's Calendar displays appointments associated with accounts or leads. You can schedule additional activities by simply selecting the '''Schedule''' button on the right. This will display a calendar to schedule the new activity. | ||
| + | |||
| + | == Monthly Calendar == | ||
| + | The monthly calendar displays the current month and the current day highlighted in yellow. You can quickly view and schedule activities for future months by clicking the right arrow next to the date field or the arrow on the left to view prior months. | ||
| + | |||
| + | == Today's Activities (Calendar and Non-Calendar) == | ||
| + | This displays appointments as well as activities that have no specific date or time frame assigned to them. These are to-do’s that need to be completed in the near term. The portlet simply serves as a reminder for you. You can schedule additional activities by clicking the '''Add New''' button. | ||
| + | |||
| + | == Overdue Activities == | ||
| + | This displays tasks that you did not complete by the due date. Clicking on the activity name will display the details of the activity and allow you to modify, update or reschedule the activity. The '''Add New''' button allows you to schedule a new activity while the more button will display additional activities still pending. | ||
| + | |||
| + | == Conversations == | ||
| + | [[Conversations]] allows you to broadcast a message to other users directly from your dashboard, and read messages from users you are following. | ||
| + | |||
| + | == Company News == | ||
| + | Company news allows you to share information with people throughout the organization such as white papers, reports, price guides, brochures, customer testimonials or other newsworthy documents. The '''More''' button will display a complete listing of documents. 'Company news requires the Document library module.' | ||
Return to '''[[Digital Dashboard]]''' | Return to '''[[Digital Dashboard]]''' | ||
Revision as of 14:38, 24 May 2013
Contents
Editing your Digital Dashboard
Return to Digital Dashboard
You may decide which portlets appear on your own Digital Dashboard by clicking the Edit button and moving available portlets between the “Available” and “Show” lists. Those listed under “Show these portlets” will appear on your Digital Dashboard screen. The system will optimize the cleanest possible look in the order you established.
- Move an “Available” portlet to the “Show” list by highlighting the portlet name and clicking the Add button.
- Remove a portlet from the “Show” list by highlighting the name and clicking on the Remove button.
- Rearrange the order of appearance of portlets on the “Show” list by highlighting the summary name and clicking the Up or Down button. Click Save when done.
Alerts
Alerts are reminders that have been set for activities such as meetings, appointments or calls. Alerts will appear on your dashboard based on the time frame you have established, such as 1 hour prior to the activity as an example.
The more button on the right will display a complete list of all your scheduled activities.
Today's Calendar
Today's Calendar displays appointments associated with accounts or leads. You can schedule additional activities by simply selecting the Schedule button on the right. This will display a calendar to schedule the new activity.
Monthly Calendar
The monthly calendar displays the current month and the current day highlighted in yellow. You can quickly view and schedule activities for future months by clicking the right arrow next to the date field or the arrow on the left to view prior months.
Today's Activities (Calendar and Non-Calendar)
This displays appointments as well as activities that have no specific date or time frame assigned to them. These are to-do’s that need to be completed in the near term. The portlet simply serves as a reminder for you. You can schedule additional activities by clicking the Add New button.
Overdue Activities
This displays tasks that you did not complete by the due date. Clicking on the activity name will display the details of the activity and allow you to modify, update or reschedule the activity. The Add New button allows you to schedule a new activity while the more button will display additional activities still pending.
Conversations
Conversations allows you to broadcast a message to other users directly from your dashboard, and read messages from users you are following.
Company News
Company news allows you to share information with people throughout the organization such as white papers, reports, price guides, brochures, customer testimonials or other newsworthy documents. The More button will display a complete listing of documents. 'Company news requires the Document library module.'
Return to Digital Dashboard