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Overview


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Logged in users can view and check account info at a glance. Add info about account status, new articles, back orders, recent invoices and more to the Dashboard. 



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When users log into your website, at a glance, they can see their account status, new articles, back orders, recent invoices, and more. Pick and choose the info displayed to suit. 

Each dashboard option is added via a widget. Six standard dashboard widgets are available

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:

  1. Dashboard Account Status Widget
  2. Dashboard Articles Widget
  3. Dashboard Back Orders Widget
  4. Dashboard Product Favourites Widget
  5. Dashboard Recent Invoices Widget
  6. Dashboard Orders Approval Widget

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Step-by-step

Simply place them on your Dashboard page template and customise the options to suit your customers' needs. 

Tip
  • Control the visibility for each widget to create different dashboards for different types of users by utilising our 'Layers' technology.
  • Use the Page Preview feature to see what the new dashboard will look like before you send it Live!


  1. In the CMS, navigate to Content → Pages & Templates

  2. Search for the Dashboard Page template, or select the Accounts tab and find it there. 



  3. Edit the template to see the widgets currently in use. 

  4. Find the zone you wish to add the new widget to and click Add Widget

  5. Search for and select the dashboard widget you're after, and add it to the template. 

  6. Configure the options as required. The article links above will take you to the documentation for each individual widget. 

  7. Save your changes.


  • 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 CV Support. Contact us if you'd like to know more.
  • Use the Page Preview feature to see what the new dashboard will look like before you send it Live!
  • by consultation with Commerce Vision.

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    Tip



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    MultiExcerptNameFeature Title

    New standard Dashboard widgets

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    Minimum Version Requirements


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    MultiExcerptNameMinimum Version Requirements

    04.10.00


    Prerequisites


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    MultiExcerptNamePre reqs

    **--


    Self Configurable


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    MultiExcerptNameSelf Configurable

    Yes


    Business Function


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    MultiExcerptNameBusiness Function

    Self ServeWebsite User Experience


    BPD Only?


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    MultiExcerptNameBPD Only

    Yes


    B2B/B2C/Both


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    MultiExcerptNameB2B/B2C/Both

    B2B

    Ballpark Hours From CV (if opting for CV to complete self config component)
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    MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

    Contact Commerce Vision

    Ballpark Hours From CV (in addition to any self config required)
    Multiexcerpt
    MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

    Contact Commerce Vision


    Third Party Costs


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    MultiExcerptNameThird Party Costs

    n/a

    CMS Category
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    MultiExcerptNameCMS Category

     CMS Category

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    Related help

    Content by Label
    showLabelsfalse
    showSpacefalse
    excludeCurrenttrue
    cqllabel = "dashboard"

    Content by Label
    showLabelsfalse
    showSpacefalse
    titleRelated widgets
    excludeCurrenttrue
    cqllabel = "dashboards-global"widget" and title ~ "dashboard"