Differences

This shows you the differences between two versions of the page.

--- dashboard_and_search [2018/03/19 15:31] – created lisa.maloney
+++ dashboard_and_search [2024/08/26 16:18] (current) – tina.robles
@@ Line 1: / Line 1: @@
 **__CRM Dashboard and Searches__**
+-----
+**Dashboard Widgets**
+The CRM Widgets can be configured on the Widget page.  Click the dropdown next to the user name to access the Widget Menu.
+{{:pasted:20240826-161535.png}}
+Navigate to the CRM > Dashboard tab and the Available Widgets are listed.
+{{:pasted:20240826-161610.png}}
+To add a widget, click and drag the widget to the Selected Widget section.
+Don't forget to click Save to Save changes.  The # column indicates the order in which the widgets will display.
+-----
+**CRM Widgets Defined**
+Each of the Widgets below also has a corresponding "My..." widget.  The widgets below list ALL the counts related to the opportunities and tasks but the "My..." widget displays counts where the user is the Account Representative linked to the Location.
+__Opportunities Pipeline:__ Displays the count of Opportunities broken out by Pipeline
+__Task-Status:__ Displays the count of Tasks by Status
+__Complete Task-Category:__ Displays the count of Complete Tasks by Category
+__Incomplete Task-Category:__ Displays the count of Incomplete Tasks by Category
+__Complete Task-Dates:__ Displays a count of Complete Tasks by specific date ranges
+__Incomplete Task-Dates:__ Displays a count of Incomplete Tasks by specific date ranges
+-----
+**CRM Search Options**
+Within the CRM menu there are 4 search options: Location, Contract, Opportunity and Task.
+{{:pasted:20240826-161812.png}}
+Click on the menu option and the corresponding search grid will display.
+-----

Telus TPM Documentation

User Tools

Site Tools

Differences

Page Tools