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1. Introduction
This is the page where you can view all important information in your organization, it provides 1 central view on different entities in Seamless.
The information is displayed in different widgets.
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2. Available Widgets
Widget Name | Description |
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Call logs | The last 5 calls that you made or answered  |
Claims | The last 5 claims which were updated in your organization  |
Customer | The last 5 accounts which are updated in your organization  |
Event/History | The last 10 events of all accounts in your organization  |
Cases | The last 5 cases which were created in your organization  |
Notes | Thelast 5 notes which were created in your organization  |
Leads | The last 5 leads which were updated in your organization  |
Calendar | Your Outlook calendar.  |
Emails | List of emails in your inbox folder. |
Quotes | Thelast 5 quotes that were created in your organization  |
Policies | Thelast 5 policies that were created in your organization  |
Sales | The last 5 sales which were created in your organization |
Last reported claims | The last 5 reported claims  |
3. Actions
a. Select Dashboard
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This dropdown allows you to switch between different dashboards which have been set up in your organization, or your own created dashboards.
b. Create Dashboard
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This action allows you to create a new dashboard.
After clicking on this button, a new blank dashboard will be displayed for you to configure the layout. Firstly, you need to drag and drop a layout into the new dashboard.
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After adding a layout has been added, you can now drag and drop your desired widgets into the layout’s placeholder.
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When you have finished After setting up your dashboard, you can save it by giving it a name. There are currently 2 types of dashboarddashboards: Global (your dashboard can be used by other users in your organization) and Private (Only you can use your dashboard).
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c. Config Layout
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This action allows you to set up the layout of the currently viewing dashboard.
d. Delete Dashboard
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This action is to completely delete a dashboard .completely
Before processing this action, you need to confirm via a Confirmation dialog.
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