further Dashboard: "My Dashboard"

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Michael Haak

• 25 de agosto de 2017 05:26

Particularly in small companies the employees need the dashboard with mixed functions. If you could provide a prepared dashboard here, it would speed up the implementation. I would suggest the following functions for this:

COMMON FUNCTIONS:
Item Master Data
BP Master Data (separated by Leads, Customers, Vendors)
Favorites Item Master Data
Favorites BP Master Data (separated by Leads, Customers, Vendors)
Sales Quotation
Sales Order
Delivery
A/R Invoice
Purchase Order
Goods Receipt
A/P Invoice
Activity
Service Call
My Open Service Calls
My Overdue Service Calls
Solution Knoledgebase
Bill of Materials
Production Order
Project
Ressource Master Data

(If These Items would be preassigned with Icons, it would also simplify the Support)

OPEN ITEM LISTS:

open Sales Quotations
open Sales Orders
open Deliveries
open A/R Invoices
open Purchase Orders

 

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• Comentario oficial

  

  Rasmus Jensen

  • 24 de octubre de 2017 15:20

  It is possible to export and import pre-made Dashboards. Beyond the Open Items list we have no plans to include any further simple list-based widgets as they are easy to make as SQL Reports where you have full flexibility of what columns each customer want.

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