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Here are a few examples of some of the content that can be shown on the start page:
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content, scroll down to the bottom of the page, and click on "Click to add contents":
You will then be presented by a dialog box, where you have to fill out the following information:
Title: The title for the info box
Module: Choose any of the available modules in your Microbizz solution. Here is a list of the most common ones with various ways to display information from them:
CRM:
Search company
Companies from filter
CRM account graph
Calendar:
My appointments
Team calendar
Course:
My lessons
Attendance
Equipment:
My equipment
Equipment / task overview
Hours:
Checkout notes
Invoiced within estimate
Inspection:
My inspections
Invoices:
My EDIs
EDIs from filter
My invoices
Person:
Persons from filter
Planning:
My production plan
Others production plan
Employee capacity
Routes
Process:
Awaiting action
Process pipe
Project:
Project from filter
Reminder:
My reminders
Pending
Week list
Duties
Report:
Microreports
Latest reports
Filter
User defined
Standard
Sales:
My sales
My sales (graph)
My calls
Campaign status (graph)
Sales pipe
Team performance
My quotations
Filtered quotations
Start:
Static reports
News
External app
Support:
Tickets from filter
Tasks:
My tasks
Task from filter
Pend. invoicing
Upcoming
Task from pool
User:
Check in
Active checkins
SMS communication
Be aware that it's nessecary that he user is configured to be recieving the SMS through this setting on the user profile:
Personal note
Contact information
Work plan:
Who is at work?
Work plan
One example - endless possibilities
The creation of content to start / overview pages in the description above covers only one of many possibilities.
Apart from extracting all sorts of different information, a wide range of different visual representations are also available. Below we have added a few images of some of the most popular features.
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Module: User - Box type: Active
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Module: Reminder - Box type: Week list
Building start page content
The following section will be based on a simple start page example with some simple task filters and standard widgets [link label?].
Task filtering
A typical element on start pages in Microbizz are task filters [label link?]. These filters are build on a set of criteria that specifies which tasks we need to see in the specific filter. This filter can the be shown as content on the start page.
When first setting up a start page, this will be empty and to add content you will need to click the ‘Click to add contents’-button. Here you’ll be able to select from which module you want to add content from - let’s select ‘Tasks’ and then ‘Tasks from filter’.
Next you’ll have to select the task filter [label link?] you want to use in your new start page “box”. You’ll also be able to provide a Help text as additional info regarding the specific filter/box to elaborate for the user, what they you do with tasks shown in the filter.
For inspiration to see what users typically build as task filters, we’ve build a start page which shows tasks that are created from the Microbizz Extranet, tasks that are waiting planning and tasks, that has been returned to the office:
Related content
| Filter by label (Content by label) | ||||||
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