Dashboards

Learn about the CRM.win display dashboard.

When saving a dashboard the following settings are saved:

  • The number and position of the levels in the integrated view (mask and list views can be combined), see Integrated View.
  • The conditions and sort order defined for the info areas in the integrated view, see Conditions and Sorting Records.
  • Whether the levels in the integrated view are displayed using the Company-related or Person-related setting, see Displaying Records.
Info areas opened by a workflow. The following restrictions apply:
  • The first info area in the dashboard may not be a workflow (a message is displayed upon saving the dashboard if this is the case).
  • Only the workflow format is saved, not the positions of the info areas opened by the workflow.
  • If a workflow has already been added using a separate view, adding the workflow a second time causes the workflow to be opened in the integrated view.

Further information on workflows can be found in the Aurea.CRM automator manual.

Standard Dashboards

In the standard version of Aurea.CRM win, dashboards have been preconfigured for the following info areas:

  • BTB: Company, Marketing Activity, Property, Opportunity, Item Master, Offer, Order, Installed Base, Expenses
  • FS: Company, Campaign, Consultation, Securities Account, Expenses
  • OTC: Company, Marketing Activity, Expenses, Item Master, Stock Control, Order, POS, Refunding, Installed Base

These standard dashboards require a resolution of at least 1024 x 768 and are only active until your administrator defines a desktop. To continue using them, the administrator must integrate them in a desktop, see Desktop in the Aurea.CRM win Administrator Guide.

Defining a Dashboard

To define a dashboard:
  1. Configure the integrated view as desired (mask, lists, sort order etc.), see Integrated View.

    Example: The Company info area, as well as the dependent info areas Mailing and Activity, should be included in a single integrated view. Activities are displayed in list view. Conditions to be applied: Mailing: Marketing Activity = Invitation, Activity: Type = Telephone. Sort criteria: Activity by date (Descending).

  2. Click on the parent level (Company+Person in this example). This specifies that Company+Person as well as the dependent info areas are saved in the dashboard.
  3. Select View > Save as Dashboard from the menu. A preview dialog box appears, displaying the selected options.

    Click on the + or - signs to show or hide related information.

    The layout of the integrated view including all levels is displayed to the right window.

  4. You can disable options by enabling the corresponding check box:
    • Mask/Lists: Displays the currently loaded mask or list.
    • Visible Header: The header is displayed for the level.
    • Not Integrated: Information on whether the mask is displayed in full or integrated mode is only available for the parent level.
    • Sorting: Displays the currently active sort criterion, in this case the sort order is Company and the records are sorted by SerNo.
    Note: If a dashboard is loaded with an active sort whilst a selection is open, the selection is closed automatically. If you wish the selection to remain open, you need to disable the Sorting option.
    • Sort: The fields according to which the records are sorted and the sort order (ascending/descending) are displayed here.
    • Criteria: Displays the conditions defined and whether they are active.
    • Areas (e.g. Company, Person in Company): The current view (e.g. just the company or companies and persons in company) is saved in the dashboard.
    • Layout: Displays the size of the level as a percentage of the total available area.
  5. Click the OK button after you have checked that the layout is correct and enter a name for the format. The dialog box used to save formats is opened, see Saving, Loading and Deleting Formats. Enter a name for the dashboard and confirm with OK.
Note: The names given to dashboard formats should be unique across all stations; otherwise there may be communication difficulties. If you wish to define dashboards on several stations, it is advisable to include the name or number of the respective station as part of the dashboard name, see Station in the Aurea.CRM win Administrator Guide.

Loading a Dashboard

To load a dashboard:

  1. Switch to the info area you want to load a dashboard for.
  2. Select View > Load Dashboard.The dialog box for loading formats is displayed, see Saving, Loading and Deleting Formats.
  3. Select the desired dashboard and confirm with OK. The dashboard is loaded.

The following dashboards are available in the Load dialog box:

  • All dashboards where the top-most level is independent e.g. Marketing Activity, Item master, Calendar etc.
  • Dashboards that have been saved from the currently active level or from a parent of the current level.

Example: A dashboard contains the Order and Order Item levels. When loading, the dashboards for the Company+Person level (the parent level) and those saved from the Order and Order Item levels are available.

Following dashboards are not displayed:

  • Dashboards saved from other dependent levels are unavailable.

Example: In the Company+Person level, dashboards saved from the Order or Order Item levels are unavailable.

Note: If you have defined variable conditions (e.g. date of birth) these conditions can be changed when the dashboard is loaded, see Variable Conditions With User Input.

Accessing Dashboards in the Icon Bar and Info Menu

You can also access dashboards using the icon bar or the Info menu, if your administrator has configured this for you, see Desktop in the Aurea.CRM win Administrator Guide.

Your administrator can also configure Aurea.CRM win so that dashboards can be opened from the context menu, see Context Menu.