Dashboard

This setting allows you to set what is displayed in Dashboard Page:

Case Count and Date last case logged:

<add key="ShowCaseCount" value="Y"/>

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From 08/08/2016

Client count, next maintenance due and client name for maintenance:

<add key="ShowClientCount" value="Y"/>

For this option new fields need to be added in CRM to Company Table:

Field Caption                Field Name               Field Type
Business Partner             comp_buspartnercompid    Adv Search Select

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From 08/08/2016

Download count, last downloaded file and date:

<add key="ShowDownloadCount" value="Y"/>

For this option new fields need to be added in CRM to Person Table:

Field Caption                Field Name            Field Type          Size
Number of Downloads          pers_downcount        Integer
Last Downloaded Document     pers_lastdowndoc      Text                100*	
Last Download Date           pers_lastdowndate     Date & Time

• Size of the field should accommodate document file name length.

Maximum file name length can also be reconfigured in web.config. This value should be less or equal to field size in CRM

<add key="MaxDocNameLenght" value="100"/> 

File:Dashboard PersFields.png

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Maintenance count, next maintenance due and client name for maintenance:

 <add key="ShowMaintenanceCount" value="Y"/>

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Email count and proportion for Emails out and Emails in:

 <add key="ShowEmailCount" value="Y"/>

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