MyHome -- Using the Calender and Dashboards

Introduction to My_Home Pages (Dashboards)

Each of the following Main Navigation sections in opentaps, that are most often needed when providing Customer support or answering Customer inquiries about business status, is provided with a My_Home Tab and screen.

These My_Home screens are equivalent to a dashboard of summary information for their respective main sections in opentaps. In CRM/SFA there is an additional Dashboard screen available to the Team Manager showing some special team status information. In the following list we highlight the content of the four main dashboard My_Home pages.

Content Highlights of the My_Home Pages

• CRM/SFA > [My Home] Tab
  • Team Calender
  • Pending email
  • Pending Activities
  • Team Manager's Dashboard -- CRM/SFA > [Reports] > [Dashboard]
    • Lead Pipeline bar-graph
    • Opportunities by Stage bar-graph
    • Open Cases by Status bar-graph
    • Activities Count by Team Member bar-graph
• Financials > [My Home] Tab
  • Liquidity by Category bar-graph
  • Balance Reports
• Purchasing > [My Home] Tab
  • Purchase Orders by Status bar-graph
  • Requirements Summary Table
• Warehouse > [My Home] Tab
  • Manufacturing Queue by Status bar-graph
  • Inventory, Shipping, and Manufacturing Status Summary Table