V26 introduces a new updated dashboard which allows users to customise what appears and how.
- There is also provision for additional custom dashboards to be added.
- In conjunction with the customisable Jobs page (previously called "Clients") this provides a very powerful way to view and manage work.
Jobs page:
- In addition to the familiar filters, columns are now configurable, so columns can be added, removed or reordered.
- The setting can be saved as new view, and this view may be scoped to the user, the team or the firm (depending on permission levels)
- So, for instance, a partner could have a jobs dashboard set up for each manager or team and flick between them to see job process at a glance, or a manager could view all their jobs in one view, or just their schools in another view, and all their trust account work in another view.
Dashboard:
- Clicking the edit button puts the dashboard into edit mode.
- This can be used to resize, move or reorder items on the page, but there is much more
- The "add widget" tool allows the user to create additional information fields on the dashboard
- This allows for saved searches on the jobs page to be represented on the dashboard – and not just the main dashboard, but new dashboards that again may be configured for the user, the team or for the whole firm
- There are a large number of combinations possible, making this tool a powerful job management alternative, especially for larger firms