Overview
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New standard Dashboard widgets
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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:
- Dashboard Account Status Widget
- Dashboard Articles Widget
- Dashboard Back Orders Widget
- Dashboard Product Favourites Widget
- Dashboard Recent Invoices Widget
- 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.
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- 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!
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- In the CMS, navigate to Content → Pages & Templates.
- Search for the Dashboard Page template, or select the 'Accounts' tab 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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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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More options by consultation with Commerce Vision. |
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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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| 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)Ballpark Hours From CV (if opting for CV to complete self config component) | Contact CV Support |
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| Contact CV Support |
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| Third Party Costs | | Multiexcerpt |
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| n/a
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Related help
| Content by Label |
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| showLabels | false |
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| showSpace | false |
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| excludeCurrent | true |
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| cql | label = "dashboard" |
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| Content by Label |
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| showLabels | false |
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| showSpace | false |
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| title | Related widgets |
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| excludeCurrent | true |
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| cql | label = "widget" and title ~ "dashboard" |
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