Customizing the Layout of the My Dashboard Module
You can lay out your dashboard to support tasks that you perform on a regular basis and see information more quickly.
- From the My Dashboard module, select Show Palette to open up the available windows that can be added to your dashboard. You can click on the “+” arrow to create multiple dashboard tabs that can be customized for various activities
- Drag and drop the desired windows into your tab. Options include:
- Calendar – shows the current date
- Constituents – shows you the last 10 constituents viewed by you. You can double-click on the record to open up the summery screen of that constituent
- Reminders – shows all current reminders that are assigned to you. You can double-click to open the reminder and edit / add info
- Notes – shows notes that have been created by you across various records
- Relationships – shows relationships that have been created by you across various records
- Recent Income – shows the recent income that has been posted to your database including all pending income received via on-line and awaiting a confirmation to a constituent record. You can immediately confirm pending income records with constituents in your database from this window.
- Events – Shows all events that are currently in your database. These can be sorted by Status and Start date. This window provides a short-cut immediately into the event dashboard by double-clicking on the record
- Event Registration – shows all pending guests that have registered on-line across all active events. This is a very quick way to match attendee records with constituent records in your database without having to go to each event individually.
- You can resize the windows as needed by dragging the dotted border indictors located along the bottom and sides of each short cut window. You can also expand, collapse, or close out a particular window from your dashboard by using the icons located on the top right of each window
- Press Done once you have finished editing your dashboard screens