Staff Messages and the Admin Dashboard

Contents

Introduction
Staff Messages
Dashboard Widgets
Charts
Related Guides and Videos

Introduction

NeonCRM's Admin Dashboard is the first page a System User sees upon logging in to your system. If you move to another page, you can come back to it by clicking your organization icon at the top of any NeonCRM page.

The Admin Dashboard has two sections that serve different purposes:

  1. Staff Messages
  2. Dashboard Widgets

Staff Messages

zd_dash_staff_messages.jpg

This message displays at the top of the Admin Dashboard page. You can also access it by going to Accounts tab > Staff Messages. It is visible to any System User who logs in to NeonCRM, and is the same for all System Users.

This feature is composed of two sections:

  1. Admin Message
  2. Posts

The Admin Message is only editable by users with System Administrator permissions. To manage this message, click the gear icon in the top right corner:

zd_admin_message_menu.jpg

The Configure option allows you to specify if you want the message space to occupy a whole row of your dashboard (the Three-Column option) or just two-thirds of it (the Two-Column option).

zd_admin_message_configure.jpg

Enabling "Auto-Hide Large Content" will set a maximum height of 500 pixels to the admin message; any content beyond that height will be hidden behind a scrollbar.

Clicking Edit Message from the configuration menu will allow you to manage the message content through a WYSIWYG HTML content editor. You can insert formatted text, images, embedded videos, or nearly any other web content.

zd_dash_edit_admin_msg.jpg

Once you are finished editing the message, click Save Content.

Clicking Enable Posting from the configuration menu allows system users to add separate posts below the admin message.

Posts

The Posts section is a simple message board that allows any System User to place messages in a public, easily visible area.

Each message consists of a title, content, a posting time stamp, the poster's user name, and the controls to edit and delete a message. The contents of a message are built using NeonCRM's content editor, and can contain formatted text, images, and other rich web media.

To create a new post, click the New Post button.

zd_dash_new_post.jpg

Enter a Title for the post and add your desired content. When you are ready to post the message, click Save Post.

zd_dash_create_new_post.jpg

Clicking on the title of a message displays its contents. To edit or delete a saved post, click the appropriate button on the post.

zd_dash_edit_delete_posts.jpg

System Users can only edit and delete their own posts. Users with System Administrator permissions can edit and delete posts made by any user.

Administrators can also disable the Staff Messages system by clicking Disable Posting. This will hide the entire Posts section from all users. To re-enable this section, click "Enable Posting". Disabling and Enabling the Posts section will not delete any existing messages.

Dashboard Widgets

This section allows you to quickly view and access a lot of the data in your system that is most important to you.

Note: Each System User is able to configure their own personal dashboard; the changes made by one System User will not apply to other System Users' dashboards.

Your dashboard automatically includes a Welcome Widget at the top:

zd_dash_welcome_widget.jpg

By clicking Learn How Now in this widget, you can view a short tutorial on how to use this dashboard. Click Remove this Widget to hide this widget from your dashboard.

Note: Removing a widget will only hide it; you can always re-add any widget later if you'd like, including the Welcome Widget.

To add a widget, click the gear icon at the top right corner of the Dashboard page and select Add New Widget.

zd_dash_add_new_widget.jpg

The available widgets fall into the following categories:

  • Lists (totals and links)
  • Analytics
  • Charts
  • Reminders (e.g. materials to send)

Each available widget has a short description next to its name of the type of information it displays.

After you add a Widget, you can further configure it by clicking on the gear icon in its top right corner, and then selecting Configure.

For example, when you configure the Membership Stats widget, you can customize the Membership Levels you'd like to be displayed; whether or not you would like to view information by Calendar Year or Fiscal Year; the widget's title, size, number of rows and columns; and whether you would like the results to be displayed in descending or ascending order.

Charts

There are several types of Chart widgets that you can add to your dashboard. To see the available charts, click Add New Widget and then click on the Select Chart button at the top of the list.

Many charts offer a selection of metrics that you can choose to be measured by that chart.

The list of available metrics is set and cannot be edited, but the chart list offers a wide variety of options. We recommend exploring all of the types of charts available to you.

Related Guides and Videos

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