Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Five new standard dashboard widgets have been created for use out-of-the-box:

  1. Account Status
  2. Articles
  3. Dashboard Back Orders
  4. Product Favourites
  5. Recent Invoices

...

Overview


Multiexcerpt
hiddentrue
MultiExcerptNameFeature Overview

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. 



Excerpt

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:

  1. Dashboard Account Status Widget
  2. Dashboard Articles Widget
  3. Dashboard Back Orders Widget
  4. Dashboard Product Favourites Widget
  5. Dashboard Recent Invoices Widget
  6. Dashboard Orders Approval Widget

Image Added

Step-by-step

Simply place them on your Dashboard page template and customise the options to suit your customers' needs. 

Tip
  • 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!


  1. In the CMS, navigate to Content → Pages & Templates

  2. Search for the Dashboard Page template, or select the Accounts tab and find it there. 

    Image Added

  3. Edit the template to see the widgets currently in use. 

  4. Find the zone you wish to add the new widget to and click Add Widget

  5. Search for and select the dashboard widget you're after, and add it to the template. 

  6. Configure the options as required. The article links above will take you to the documentation for each individual widget. 

  7. Save your changes.


Multiexcerpt
hiddentrue
MultiExcerptNameAdditional Info

More options by consultation with Commerce Vision.



Multiexcerpt
hiddentrue
MultiExcerptNameFeature Title

New standard Dashboard widgets



Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements

04.10.00


Prerequisites


Multiexcerpt
MultiExcerptNamePre reqs

--


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

Yes


Business Function


Multiexcerpt
MultiExcerptNameBusiness Function

Website User Experience


BPD Only?


Multiexcerpt
MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


Multiexcerpt
MultiExcerptNameB2B/B2C/Both

B2B


Third Party Costs


Multiexcerpt
MultiExcerptNameThird Party Costs

n/a



Related help

Content by Label
showLabelsfalse
showSpacefalse
excludeCurrenttrue
cqllabel = "dashboard"

Content by Label
showLabelsfalse
showSpacefalse
titleRelated widgets
excludeCurrenttrue
cqllabel = "widget" and title ~ "dashboard"