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"/>
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
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"/>
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" />
Email count and proportion for Emails out and Emails in:
<add key="ShowEmailCount" value="Y"/>
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" />
