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:

To keep track on users downloads set "TrackDownloads" to "Y"

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

To display information in dashboard set "ShowDownloadCount" to "Y"

<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"/> 

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

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

Next maintenance script

 <add key="NextMaintenanceSQL" value="select * from ctProductSupport where prsu_expiry > GETDATE() and #searchvalue# and prsu_status <> 'notrenewing' order by prsu_expiry asc" />

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Email count and proportion for Emails out and Emails in:

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

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From January 2017

Option to allow you configure the SQL and how it is grouped

EG

 <add key="DashboardCases" value="select isnull(case_problemtype,'(--)') as case_product, count(*) as numberOfCases from vcases where Case_Status = 'In Progress' and #search# group by case_problemtype" />