The JOIN Customer Contact Dashboard has been improved. We now show web parts and web tiles:
The location of the web parts can be adjusted per user as before. In the example above, the user could place the 'News' web part above the 'Messages' web part.
The web tiles display useful information about tasks and contacts, for example. By default, these five web tiles are configured:
- Tasks in my name
- Tasks created by me
- Tasks handled by me
- Contacts handled by me
The web parts and web tiles can be configured in the Management Console.
Dashboard configuration
In the Management Console, a user can fully configure the Dashboard:
As soon as a user clicks on Dashboard, a 'Default Dashboard' will appear.
This Default Dashboard can be edited by pressing the pencil icon. It is then possible to change the name of the dashboard or make changes to the web parts or web tiles:
web parts
The web parts are clearly displayed:
It is very easy to make changes to an existing web part by tapping the pencil icon. For example, the following can be adjusted for the web part 'Messages':
- The name of the web part
- The height of the web part in number of items to be displayed (5, 10 or 15)
- The width of the web part (large (full width), medium (2/3), and small (1/3))
- Whether moving is allowed for an individual user
In addition, it is also possible to add web parts:
web tiles
As noted above, five web tiles are configured by default. It is possible to add extra web tiles yourself:
If an organization uses the Roles module, it is possible to create multiple standard Dashboards per role:
