Practice Manager | Ability to customize the Dashboard
There could be many possible things to be able to track in there, but I would like to be able to:
Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.
My secretary would want to see states that apply to her like 'to sign'.
Only show 'Priority level' High and Urgent (with the flick of a keystroke)
Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?
4
votes
P. Grantley Orth
shared this idea
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Katrina Hogan
commented
AU XPM Dashboard - can this be changed to be similar to Xero, where you can tick what you would like to see for example Work In Progress List /Overview. The Important dates, Today's jobs and This Weeks Schedule is all showing similar information.