Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

Pointers:

  • Alle widgets med eksempler (dog ikke til widgets som minder om hiananden. En listevisning er den samme for "mine opgaver" som ved "opgaver fra filter" osv.)


Start page Widgets (or Widgets) are content related info boxes for the Microbizz Start page [LINK]. Widgets can basically be anything and roughly just refers to info-boxes on the Microbizz Start page. This can be anything from Microreports, Workplan resumé, Active check ins etc.

This section will go through the different widgets available for the different Microbizz Modules. Widgets are used when building a Microbizz Start page.

To learn more about building and creating Microbizz Start pages please see the related content at the bottom of this page.

For inspiration here is an example on a typical Microbizz Start page with different widgets:

To add content "click to add contents" a dropdown menu will show.

Add title - choose module - choose information - click save.

USER

Check in -  See which users are checked in

Active checkins - See which users are checked in on tasks 

Sms communication - Communicate with users and teams by sms

Personale note -  Add personale note 

Contact information -  shows contact information for a team 

CRM

Search company - Search in all the companies in the system 

Companies from filter - Search in all the companies in the system with filter

CRM account graph - Shows a graph of desired customers

Tasks

My tasks - Shows a list of tasks from the user

Task from filter - Shows a list of tasks with added filter  

Pend. invoicing - Shows a list of tasks that are ready for invoicing

Upcoming - Shows a list upcoming of tasks 

Task from pool - Shows tasks from pool 

Hours

Checkout notes - Shows a list for check notes from app users.

Invoiced within estimate - Shows a graph of invoiced within estimate

Work plan

Who is at work - Shows a list of who is at work

Work plan - shows an overview from work plan module 

Persons

Persons from filter xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Calendar

My appointments - shows an overview of your appointments in Microbizz  

Team calendar - shows an overview of a teams appointments in Microbizz

Planning

My production plan - shows what has been planned for you today or during the upcoming days.

Others production plan- shows what has been planned a team today or during the upcoming days

Employee capacity – shows capacity for a user

Routes - shows the routes that are planned for you.

Invoicesxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

My EDI´s –

EDI´s from filter -

My invoice – shows your invoices

Report

Microreports – Shows an micoreport based on data from the report module  

Latest notes – Shows a report with notes from companies, equipment etc

Filter – shows a report based on filters

User defined -shows a user defined report

Standard - shows an standard based report

Salesxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx


Equipment

My equipment – the equipment you have picked up.

Equipment / task overview – shows withs equipment are booked/ taken to a job

Project(?)xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

ljandinosldkjfkljdngkjdfg

Reminder

My reminders – shows your reminders

Pending – shows warnings

Week list ------------------------------

Duties-----------------------------------

Start

ljandinosldkjfkljdngkjdfg


Related content


  • No labels