Home Forums Support Customize Dashboards

This topic contains 14 replies, has 4 voices, and was last updated by  Hillel Coren 4 weeks ago.

Viewing 15 posts - 1 through 15 (of 15 total)
  • Author
    Posts
  • #11223

    gcrespo
    Participant

    Good morning,
    My name is Gabriel Crespo. I was wondering if there’s any way to customize de Dasboard boxes. Right now the information they are displaying is not very useful to me.

    Regards,
    Gabriel Crespo

    #11224

    Hillel Coren
    Keymaster

    You’d need to self host the app and customize the code.

    What information would you like to see?

    #11228

    Chris
    Participant

    Hello !

    I’m searching a way to customize things on the dashboard too.
    Most particularly, i would like to add an “accepted” status button on the quotes to change the status
    before convert it to invoice.

    Best regards,

    Chris

    #11229

    Hillel Coren
    Keymaster

    If you disable ‘Auto convert quote’ on /settings/invoice_settings when the quote is approved in the client portal it isn’t converted to a quote.

    #11230

    gcrespo
    Participant

    Hi Hillel,
    I’d like to have information about the invoices without the taxes (taxes are for the government, not for me :)). In addition, the dashboard in the middle doesn’t look to show any logical information… I can’t match those numbers with anything.

    Regards,
    Gabriel Crespo

    #11231

    Hillel Coren
    Keymaster

    Thanks for the feedback!

    Not sure why the numbers don’t match up, I’d suggest checking a single day to see if it matches.

    #11232

    gcrespo
    Participant

    Hi again,
    It looks like the first number in the middle dashboard is some kind of average value maybe? Do you know how is it calculated?

    Regards,
    Gabriel Crespo

    #11233

    Hillel Coren
    Keymaster

    It’s the average amount of sent invoices.

    #11234

    gcrespo
    Participant

    Average per week? Per day? Per month? I can’t find a good number there…

    Regards,
    Gabriel Crespo

    #11235

    Hillel Coren
    Keymaster

    The black number is for all invoices, the blue number uses the selected range.

    #11236

    gcrespo
    Participant

    Ok, I think I just got it out thanks to your last explanation: it’s not related to any time period, but to the number of invoices. Not useful in my case, but it makes sense.

    If you plan to make these numbers customizable, please let me know!

    Thank you and regards,
    Gabriel Crespo

    #11271

    Chris
    Participant

    Hello Hillel,

    Thanks for your reply.

    My purpose is to “force” manually the status to “accepted quote”
    from the dashboard. For example, when a customer called me by phone to validate.

    Do you have an idea on how i can do this ?

    Best regards,

    Chris

    #11272

    Hillel Coren
    Keymaster

    You’d need to disable ‘Auto convert quote’ and then click through to the invoice and then client portal to click approve.

    #22494

    Motor
    Participant

    Also need to customize dashboard… lots of changes.. but primarily, I don’t want the total there… I have employee users logging in and don’t want that data to be there front and center, also if I log in at a client site I don’t want that huge on the dashboard when I log in.

    also an all time income count doesn’t mean much anyway, maybe if it was for a specific time period?

    • This reply was modified 4 weeks, 1 day ago by  Motor.
    #22498

    Hillel Coren
    Keymaster

    In the latest version the totals are hidden from non-admin users

Viewing 15 posts - 1 through 15 (of 15 total)

You must be logged in to reply to this topic.

Posted in: