The Dashboard is your portal into
Ajera CRM. Dashboard functionality allows you to combine information from different areas and display it all on a single Web page.
Your personalized Dashboard brings together all of the
Ajera CRM information and tools that you rely on most. To access the Dashboard, you click
on the
Ajera CRM toolbar.
You can also set
Ajera CRM to open your Dashboard each time you log on. Select
Options on the
Ajera CRM Toolbar, click the Startup tab on the Options dialog box, and select
Dashboard as your Startup Application.
Dashparts
Your Dashboard content is easily managed because it is divided into individual sections called dashparts. Dashparts provide access to specific records, web links, reports, activities, and applications. You can access any dashpart without affecting other dashparts.
The following dashpart types are available:
- Info Centers
- Applications
- Reports
- Activities
- Links
- Alerts
- System
- Web
-
Ajera CRM Tip of the Day
You can configure your Dashboard to display only those dashparts used in your role and then arrange them on the screen to suit your preference.
For example, a
project manager might choose to display
Project and
Client dashparts that display her current
projects and
clients; a Reports dashpart that includes frequently run reports; and an Activities dashpart that displays the current day's appointments and meetings.
Dashboard Functionality
Dashboard functionality makes it possible for you to do the following:
- Create multiple dashparts of the same type for your Dashboard.
- Create individual URL dashparts for your Dashboard.
- Retrieve records from a pre-selected list, or perform a query to find specific records.
- Rename your dashpart labels.
- Refresh your dashparts to save any changes.
- Drag and drop your dashparts anywhere on the
Ajera CRM screen.
- Resize your dashparts.
- Print most of your dashparts from the
Ajera CRM screen.
- Hide, reinstate, and delete dashparts.
- Change the color of a dashpart.