Dashboard: Difference between revisions

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  <add key="ShowClientCount" value="Y"/>
  <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
[[File:comp_field.png]]


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Revision as of 15:16, 8 August 2016

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

Case Count and Date last case logged:

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

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

File:Comp field.png


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                50	
Last Download Date           pers_lastdowndate     Date & Time

File:Dashboard downFields.png


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

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

Email count and proportion for Emails out and Emails in:

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