Dashboard
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. See also: All Widg...
Fri, 19 Apr, 2024 at 1:47 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, Payou...
Fri, 12 Apr, 2024 at 7:58 AM
Commission Links widget shows important links allowing the staff user or agent to easily see their Missing accounts or Billing variance view. ...
Fri, 12 Apr, 2024 at 8:01 AM
The Action View Link Widget can show you all actions or your actions for any of your processes.
See also:
...
Thu, 21 Apr, 2016 at 2:47 PM
The Yes/No List Field widget displays summary information of the number of Yes values and the number of No values.
An example of the setup is sho...
Thu, 21 Apr, 2016 at 2:47 PM
The Yes/no breakdown widget, displays the breakdown of values from Yes/no list fields.
To setup this widget
enter a Widget na...
Thu, 21 Apr, 2016 at 2:47 PM
Top menu >> Setup >> Dashboard
The Top Form Widget shows the most recent started form in a process.
Widget nam...
Thu, 21 Apr, 2016 at 2:47 PM