Process Management / Dashboards / Widgets / Setup
Top menu >> Setup >> Email integration
Email integration attaches emails to specific process forms. At RPM Software, we use Email Integr...
Wed, 8 Apr, 2015 at 8:29 PM
Add a Process Sum Widget when you want to display the total sum or average of a money or quantity field in a process in a widget. There are two choices of w...
Thu, 21 Apr, 2016 at 2:44 PM
Add a Process Count Widget if you want to display the number of forms in a view. You can choose to display information in a big number or dial.
The Ne...
Thu, 21 Apr, 2016 at 2:44 PM
Add a Process Growth Widget if you want to show the changes occurring in a process. For example, the Process Growth Widget below shows the difference in Com...
Thu, 21 Apr, 2016 at 2:44 PM
The Process Commitments widget will show a processes’ time commitments to a process. For example, if a meeting, onsite visit or installation has been schedu...
Thu, 21 Apr, 2016 at 2:44 PM
The Approval List Widget displays the amount of forms that require your approval.
See also:
All Widgets
...
Thu, 21 Apr, 2016 at 2:45 PM
Top menu >> Setup >> Dashboard Process days widget allows you to choose a view from a process and a date field. Then display the amount o...
Mon, 11 Feb, 2019 at 3:23 PM
The Commission run widget shows you how long ago (days) you closed out your run and the total Net billed for that run.
...
Thu, 21 Apr, 2016 at 2:46 PM
Commissions Value widget has multiple options and can therefore be used to show either growth or value for variables such as: Net billed, Gross comm, Pay...
Thu, 21 Apr, 2016 at 2:46 PM
Commission Links widget shows important links allowing the staff user or agent to easily see their Missing accounts or Billing variance view.
...
Thu, 21 Apr, 2016 at 2:46 PM