Overview
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Logged in users can view and check account info at a glance. Add info about account status, new articles, back orders, recent invoices and more to the Dashboard.
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When users log into your website, at a glance, they can see their account status, new articles, back orders, recent invoices, and more. Pick and choose the info displayed to suit. |
Each dashboard option is added via a widget. Six standard dashboard widgets are available
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- Dashboard Account Status Widget
- Dashboard Articles Widget
- Dashboard Back Orders Widget
- Dashboard Product Favourites Widget
- Dashboard Recent Invoices Widget
- Dashboard Orders Approval Widget
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Step-by-step
Simply place them on your Dashboard page template and customise the options to suit your customers' needs.
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- Control the visibility for each widget to create different dashboards for different types of users by utilising our 'Layers' technology.
- Use the Page Preview feature to see what the new dashboard will look like before you send it Live!
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- In the CMS, navigate to Content → Pages & Templates.
- Search for the Dashboard Page template, or select the Accounts tab and find it there.
- Edit the template to see the widgets currently in use.
- Find the zone you wish to add the new widget to and click Add Widget.
- Search for and select the dashboard widget you're after, and add it to the template.
- Configure the options as required. The article links above will take you to the documentation for each individual widget.
- Save your changes.
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Tip | Control the visibility for each widget to create different dashboards for different types of users by utilising our 'Layers' technology.More options are available for configuration by CV Support. Contact us if you'd like to know more.Use the Page Preview feature to see what the new dashboard will look like before you send it Live!by consultation with Commerce Vision. |
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New standard Dashboard widgets |
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Minimum Version Requirements |
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| 04.10.00 |
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Prerequisites | |
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Self Configurable |
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| Yes |
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Business Function |
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| Self ServeWebsite User Experience |
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BPD Only? | |
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B2B/B2C/Both |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
| Ballpark Hours From CV (if opting for CV to complete self config component) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
| Ballpark Hours From CV (in addition to any self config required) | Multiexcerpt |
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Contact CV Support |
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Third Party Costs |
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| n/a
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Related help
Content by Label |
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showLabels | false |
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showSpace | false |
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excludeCurrent | true |
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cql | label = "dashboard" |
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Content by Label |
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showLabels | false |
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showSpace | false |
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title | Related widgets |
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excludeCurrent | true |
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cql | label = "dashboards-global"widget" and title ~ "dashboard" |
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