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?
P. Grantley Orth
shared this idea
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Jennifer Paul
commented
Can I add to this as I too would like to be able to customise the Dashboard to our preferences. Currently you go in and it has the pie chart and other graphics up to, then the calendar, and then, down the bottom after much scrolling if your calendar is full of milestones, do you finally find your Today's to do's and to do lists.
Our staff are not interested so much in the metrics, they need to know what is on for today and the week. I'd love to be able to move things around so that staff can see the to do's first up. Let management keep the metrics part if that's their focus, up top. Let it be a choice.
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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.