Each registered user of the system has the opportunity to configure their desktop to display information that is most pertinent to them. Once configured, the selected profile options appear as 'panes' on their home page, giving specific focus to those key aspects of data. Similarly, the end user has ready access to module-specific tiles on the corresponding navigation menu. From a contact record perspective, these panes and tiles represent a 360-degree-view of the customer, used to generate a rich picture of the tenant or stakeholder in real-time, and all within an intuitive workspace. Each end user maintains their own unique profile and this can be adjusted at any time to suit their current working practices. Overall, there are four aspects of display data that are under the control of an end user:
- Home Panes - Up to six panes can be selected to appear in the main body of the Home screen, each holding a snapshot of relevant data. The end user can choose from Appointments, Authorise Inspections, Authorise Invoices, Authorise Orders, Authorise Quotes, Manage Queues, Overdue Inspections, Overdue Orders and Overdue Requests, together with a series of business intelligence reports.
- Home Tiles - These provide convenient drill-down opportunities into discrete data records, which can be used to inform and steer daily tasks. To streamline user access, these are managed through a navigation menu, employing module-specific group headings to formulate the logical selection workflow, and to keep track of how the consolidated data is extending, each menu entry comprises an incremental record counter. The end user can choose from Appointments, Authorise Inspections, Authorise Invoices, Authorise Orders, Authorise Quotes, Manage Queues, Overdue Inspections, Overdue Orders, Overdue Requests, etc. Once a tile is selected, it will be launched in 'expanded view' mode, with the associated data displayed in grid format, ready for further analysis and follow-up activities. Click on Dock to collapse the tile to a lozenge, in preparation for subsequent retrieval; use the refresh icon (
) to include newly-added records.
- Contact Tiles - A broad range of tiles can be selected to appear on the Contact Summary window, each holding a snapshot of data that is pertinent to an end user's daily activities. The end user can choose from Agreements, Applications, Arrears Actions, Campaigns, Cases, Communication Methods, Entitlements, Regular Payments, Repair Requests, etc. For each chosen tile, the inherent information can be displayed in 'consolidated view' or 'expanded view' mode i.e. the current records are represented as a numeric counter, or the most recent entries are listed in grid format. The tiles can also be colour-coded, allowing related data sets to be presented in a consistent way.
- Asset Panes - Up to six panes can be selected to appear on the Asset Summary window, each holding a snapshot of relevant data. The user can choose from Appointments, Asset Characteristics, Asset Details, Asset Hierarchy and Groupings, Associated Contacts, Inspections and Repair History.
In addition, a registered user can specify their profile preferences and contact information via the Details tab: Job title, Contact number, Email address, associated Company, background Theme and Default CRM Communication Method are all controlled through this window, using a combination of text and lookup fields. A photograph can also be uploaded for identification purposes by clicking on the 'edit' icon in the top right-hand corner of the image space.
See related topics...
To define the user profile
Understanding the contact summary 360 view
To change a user password
To enable MS Word templates for communications
To define the default CRM communication method for a user profile
To define the works order fulfilment interface for a user profile
