Dashboard Customisation

[roybello1]

Hi All,
Please I want to know if it is possible to have client list on the dashboard. If yes, please how do I go about it.

Thanks in advance for your help

Regards,

Roy

[QFMathew]

Hi @roybello1

This isn’t something that’s supported at the moment I’m afraid.

I can’t find any requests for a “custom dashboard”, so for the time being, I’ve moved this thread into the #feature category, and we’ll monitor the interest from the community.

[Lurch]

In the meantime depending how many clients you have you could just add them to your customised menu to have them displayed on the dashboard. You could just add a single link to your client list but by default it is only 2 clicks away anyway.

Also the search box will bring up customers if you start typing part of their name/reference.

[roybello1]

Thanks Lurch. Please can you guide me through your suggested option?

Roy

[Lurch]

Menu Customisation

Introduction QuickFile has a built in horizontal and vertical menu system that is designed to provide convenient access to all areas of the QuickFile platform. The horizontal menu runs across the top of the screen and includes several sub-headers that provide access to all key areas. [image] There is also a vertical menu that is fixed to the left hand part of the screen. We refer to this as the QuickLinks menu and it has the advantage of being fully customisable. Each team member on your accou…

[roybello1]

Great! Got it. Thank you so much Lurch and please keep up the good work.

Regards,
Roy