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Dashboard (Customise View)

Customise the Dashboard to suit what you want to see when you login

Written by Austin Rasmussen

The Help Article covers:

General/Overview:

The Dashboard Page displays Key Information about Katipolt in Chart and Tile format, grouped by feature Area. There are three grouped feature Areas:

  • Jobs - Displays key information about Jobs

  • Quotes - Displays key information about Quoting

  • Sales - Displays key information about Sales

⚠️ NOTE: Key Information data is updated every 3 minutes.

Pressing on the Key Information Chart or Tile will take you to a Window where you can action any requirements of the Key Information, or view more details.

You can Customise the Dashboard view to display the Area(s) and Key Information that is important to you as a User.

⚠️ NOTE: The Customised Dashboard view is remembered for the Device it is set on, NOT the Logged in User. Should you log in from another device the view may be different.

Should a User not have permission to access or use a Katipolt feature Area, although the Display Setting Controls display and are usable, the Key Information Chart and/or Tile will be hidden on the Dashboard view.

πŸ’‘ TIP: An Icon will display that tells the User "Items will be hidden because you do not have the required permissions".

To Set the Dashboard Customised View

1. Press the β€œChange display settings” Icon to launch the Display Settings Popup

To Hide/Display Area/Key Information

2. From the Display Settings Popup, Press the On/Off toggle of an Area grouping or Key Information line within the Area grouping to display or not display the Area grouping or Key Information of that Area grouping

To move Area/Key information

3. From the Display Settings Popup, Hover over an Area grouping or Key Informationm line to expose the Grab Indicators (6 dots), then Press on a Grab Indicator to Drag & Drop the Area grouping or Key Information within the Area grouping to the desired location

πŸ’‘ TIP: Top to bottom order on the popup for:

  • Area grouping - Displays Top to Bottom on the Dashboard View,

  • Key Information lines - Displays Left to Right In the Area grouping of the Dashboard View.
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4. When finished, Press [APPLY] to apply the settings and return to the Dashboard page.

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