Dashboard
The Commission links widget shows important links allowing the staff user or agent to easily see their Missing accounts or Billing variance view. ...
Wed, 31 Jul, 2024 at 8:34 AM
The Commission breakdown widget will breakdown commission totals of your last closed run in combination with custom and item variables. Commission item...
Wed, 31 Jul, 2024 at 8:35 AM
The Multiple process sum widget lets you choose up to three Process sum widgets that you have created and display the data together. An example of this ...
Wed, 31 Jul, 2024 at 8:38 AM
Use a Multiple process view count widget to display view counts from multiple processes on one widget. To configure this widget: enter a Widget ...
Thu, 11 Jul, 2024 at 11:39 AM
The Trend widget displays Process Sum widget data on a normalized scale so users can see variance in trend lines. In order to use the Trend widget you n...
Wed, 31 Jul, 2024 at 8:41 AM
Adding a Processes group widget to a dashboard will give direct access to the processes in a group from your dashboard. See also: All Widgets ...
Wed, 31 Jul, 2024 at 8:42 AM
Add a Process start widget to a dashboard to easily start a process form. For example, clicking Start a Commission Inquiry will open a commission in...
Wed, 31 Jul, 2024 at 8:43 AM
A Process view link widget gives the user a quick way to access a view from a process. Select the Process you would like the button to open and then ...
Wed, 31 Jul, 2024 at 8:45 AM
The Action view link widget can show you all actions or your actions for any of your processes. Select the Process you would like the button to op...
Wed, 31 Jul, 2024 at 8:47 AM
The Process search widget allows the user to define their search allowing certain fields from the process to be searched. Click on the drop-down...
Wed, 31 Jul, 2024 at 8:48 AM