Overview
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MultiExcerptName | Feature Overview |
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Simply place them on your Dashboard page template and customise the options to suit your customers' needs.
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- In the CMS, navigate to Content → Pages & Templates.
- Search for the Dashboard Page template, or select the 'Accounts' tab and find it there.
- Edit the template to see the widgets currently in use.
- Find the zone you wish to add the new widget to and click Add Widget.
- Search for and select the dashboard widget you're after, and add it to the template.
- Configure the options as required. The article links above will take you to the documentation for each individual widget.
- Save your changes.
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MultiExcerptName | Additional Info |
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Tip |
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If you're using our Page Preview feature, you can see what your new dashboard will look like before you send it Live! |
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Minimum Version Requirements | Multiexcerpt |
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| 04.10.00 |
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Prerequisites | |
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Self Configurable | Multiexcerpt |
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MultiExcerptName | Self Configurable |
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| Yes |
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Business Function | Multiexcerpt |
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| Self Serve |
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BPD Only? | |
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B2B/B2C/Both | Multiexcerpt |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
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Ballpark Hours From CV (if opting for CV to complete self config component) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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Ballpark Hours From CV (in addition to any self config required) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support |
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Third Party Costs | Multiexcerpt |
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MultiExcerptName | Third Party Costs |
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| n/a
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CMS Category | Multiexcerpt |
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MultiExcerptName | CMS Category |
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| CMS Category |
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