Dashboard

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.

Open

2. Available Widgets

Widget Name	Description

Widget Name	Description
Call logs	The last 5 calls that you made or answered Open
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	The last 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	The last 5 quotes that were created in your organization
Policies	The last 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

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

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.

After adding a layout, you can drag and drop your desired widgets into the layout’s placeholder.

After setting up your dashboard, you can save it by giving it a name. There are currently 2 types of dashboards: Global (your dashboard can be used by other users in your organization) and Private (Only you can use your dashboard).

c. Config Layout

This action allows you to set up the layout of the currently viewing dashboard.

d. Delete Dashboard

This action is to delete a dashboard completely

Before processing this action, you need to confirm via a Confirmation dialog.