Dashboard

From Customer365 for SageCRM
Revision as of 13:23, 10 August 2016 by Igors (talk | contribs)

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:

<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"/>