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

Clearly, the focus of these dashboard items is two things,

1. To display indicators of needed action, and
2. To display Team status toward your goals

Using the CRM/SFA My_Home Page and the Team Calender

The My_Home page for CRM/SFA provides the following resources,

• Shortcuts -- to CRM forms pages that capture complete new information quickly.
• Abbreviated Forms -- CRM abbreviated forms create new pages FAST, with only the minimum required entries, which can be supplemented later.
• Team Calender for CRM -- the full calender for CRM Teams to use.
• Your Pending Activities List -- for the User logged into the system
• Inbound email Pending List -- Either Owned by You, or Assigned to You
• Outbound email Pending List -- Awaiting Your action.

Using the Pending Activities Box

Refer to The Activities Tab, and Activity Details Screen for guidance on managing Activities found in the Pending Activities Box of the CRM/SFA My_Home page.

Using the Pending Emails Lists

For guidance on using Pending Emails lists, refer to Pending Emails Screen.

-- -- -- -- -- Managing Customer Interactions < Tabs pages > The Cases Tab