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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Available Widgets
Widget Name | Description |
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Last updated accounts | The last 5 accounts which are updated in your organization. |
Last updated leads | The last 5 leads which are updated in your organization. |
Cases | The last 5 cases which are created in your organization. |
Sales | The last 5 sales which are created in your organization. |
Emails | List of emails in your inbox folder. |
Calendar | Your outlook calendar. |
Actions
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Action
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Name
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Select Dashboard
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Select dashboard
This dropdown allows you to switch between different dashboards which have been set up in your organization, or your own created dashboards.
Create Dashboard
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Create dashboard
This action allows you to create a new dashboard.
After clicking on this button, a new blank dashboard will be displayed. Firstly, you need to drag and drop a layout into the new dashboard
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After 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 setting up your dashboard, you can save it by giving it a name. There are currently 2 types of dashboard: Global (your dashboard can be used by other users in your organization) and Private (Only you can use your dashboard).
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Config Layout
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This action allows you to set up the layout of the currently viewing dashboard
Delete Dashboard
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Delete dashboard
This action is to completely delete a dashboard.
Before processing this action, you need to confirm via a Confirmation dialog.
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