Overview
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Simply place them on your Dashboard page template and customise the options to suit your customers' needs.
- 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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You can control the visibility for each widget to create different dashboards for different types of users by utilising our 'Layers' technology. More options are available for configuration by our Project Team so contact Support if you'd like to know more. 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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New standard Dashboard widgets |
| Minimum Version Requirements |
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| 04.10.00 |
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| Self Configurable |
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| Yes |
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| Business Function |
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| Self Serve |
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| BPD Only? | |
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| B2B/B2C/Both |
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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) |
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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) |
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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 |
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| n/a
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| CMS Category |
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