Default Settings
Content Page
Dashboard contains controls that give your customers a snapshot of information about their account. Some are charts, others are buttons. All can be clicked to take the user to a relevant list.
Dashboard can be linked to in two ways:
- Add Dashboard to your menu
- Select Use HorizonWeb Dashboard in Contacts > Web > Rules then when the contact clicks a link to the Accounts content page, the Dashboard content page is opened instead.
Title
[T:Dashboard]
Master Page
[M:Master]
Appearance
The controls that are part of the Dashboard content page are:
- [C:OrdersPerMonth]
- [C:YourSpend]
- [C:TopFive]
- [C:Balance]
- [C:Authorisations]
- [C:Statement]
- [C:UnpaidInvoices]
- [C:DashboardSectors]
- [C:Reports]
Default code
[T:Dashboard]
[M:Master]
[C:OrdersPerMonth]
[C:YourSpend]
[C:TopFive]
[C:Balance]
[C:Authorisations]
[C:Statement]
[C:UnpaidInvoices]
<div class="DashboardReports">
<hr>
<h3>Reports</h3>
[C:Reports]
</div>
See Also
