The "Intranet Dashboard" is the first page you are presented with when logging in to your application. It provides "widgets" that give you information and let you perform common tasks across all application suites (Team-Logic CRM, CMS-Logic, Mail-Logic, Store-Logic).
Table of Contents
CMS-Logic managers can create intranet pages to share information and files with users. The intranet pages are located as shown below. Simply click on these items to view the content.
If given permission, you may be able to edit an intranet page. If available, click the "Edit" button as show to update the page's content.
The quick add bar allows you to easily add common intranet items like Tasks, Notes and Alerts. Simply click on the drop-down and make your choice.
Message of the day allows CMS managers to show important messages to users. If the message of the day has been minimized by you, it will open full size if a manager changes the content.
Click the "minus" button to minimize the message of the day.
Widgets are small applications that help you use your intranet and apps. A default configuration will be set the first time you log in. Below is an example of the "Team-Logic News and Updates" widget.
Widgets have 4 main buttons as outlined below
A. Edit / Move widget - Clicking with bring up a menu with more options
B. Refresh widget - This will refresh any content in the widget. This is useful for widgets that change frequently, like the RSS (News) feed widget.
C. Show/Hide widget - Click the plus or minus signs to show or hide the widget content. This setting will be saved the next time you load the dashboard.
D. Maximize widget - Maximizing the widget will allow it to take up the entire dashboard page. Click the button again to return to normal size.
Adding New Widgets
To add new widgets click on the add button in the upper right corner of the dashboard
After the add widget screen pops up, select the radio button of the widget you would like to add. Click "Add Selected Widget", your widget will be added to the dashboard. You can then move the widget to the desired area.
Saving your Current View
Widget "views" can be saved. This" view" will save what widgets are present, settings for those widgets and the position of those widgets.
This is useful for:
To save your current configuration click the "Save View" button in the upper right corner. You will be able to enter a view name (IE "Sales View") and be presented with 3 choices:
Changing your Widget View
After you or others have saved a few widget views, you will be able to change your current view. Start by clicking "Change View" in the upper right corner of the dashboard. Select the view you would like to change to and click "change view". You can also delete saved views from this window.