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Setting up a classic company dashboard
The Dashboard tab within the Company context can be used to display a management overview of customer information. Once a Company dashboard is set up, the same dashboard will be available from the Company context page of all companies.
- Within the context of a company, click the Dashboard tab.
- If the System Administrator has not set up a standard company dashboard, the Dashboard Content page is displayed.
- If a standard Company dashboard has been set up, then the Dashboard page is displayed, showing the content from the standard company dashboard. If this is the case, click Modify Dashboard to review the existing content.
- In the Available Content panel, click Add beside the content panels you want to add to the dashboard. The selected content is listed in the Selected Content list.
- Click Save. The Company Dashboard is displayed.
Click Reset Standard Dashboard to revert to the Standard Company Dashboard, set up by the System Administrator.
See Also:
Modifying the content of the classic company dashboard
Modifying classic dashboard content
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