Dashboard

Widgets
Click on the Name of the Widget to View the Setup General  Portal The portal widget displays quick links to processes, customers, agencies, use...
Fri, 12 Apr, 2024 at 8:19 AM
What are Widgets?
A Widget displays a particular snippet of information in an easy-to-understand format. Widgets are added to a Dashboard to give the user quick and easy acce...
Fri, 16 Jan, 2015 at 12:14 PM
Dashboard Setup
Dashboards supply at-a-glance views for important data using widgets, Dashboards can be customized and assigned based on user type, and which staff groups, ...
Mon, 31 Oct, 2022 at 11:29 AM
Portal Widget
Adding a Portal Widget to a Dashboard gives users a convenient option to access the navigation options available in the Top Menu. See als...
Thu, 20 Jun, 2024 at 9:13 AM
Announcement Widget
Add an Announcement Widget to a Dashboard to display important information throughout your company. To add an announcement, your profile will ...
Fri, 19 Apr, 2024 at 1:44 PM
Search Widget
The Search widget allows you to add a search function for specific areas of RPM.  Enter the Widget name and select the Scope. The scope limits wh...
Mon, 17 Jun, 2024 at 10:57 AM
Attention List Widget
The Attention list widget will display a form count by process for: Actions due for me, Actions due for someone, Approvals required for me, Approvals requi...
Fri, 5 Apr, 2024 at 11:29 AM
Actions Widget
Add an Actions Widget to a dashboard to display a user’s actions. Up to 10 actions will be displayed in the widget.     When the actions widget is on y...
Thu, 30 May, 2024 at 10:14 AM
Commission Run Widget
The Commission run widget shows you how long ago (days) you closed out your run and the total Net billed for that run.  See also: All Widg...
Fri, 19 Apr, 2024 at 1:47 PM
Commissions Value Widget
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, Payou...
Fri, 12 Apr, 2024 at 7:58 AM