Info boxes
Start page info boxes are content related boxes that are displayed on the Start page. Info boxes can basically be anything and roughly just refers to boxes on the Microbizz Start page. This can be anything from Microreports, Workplan resumé, Active check ins etc.
This section will go through the different info boxes available for the different modules. Info boxes are used when building a Start page.
To learn more about building and creating Start pages please see the related content at the bottom of this page.
For inspiration, here is an example on a typical Start page with different info boxes:
To add content, scroll down to the bottom of the page, and click on "Click to add contents":
You will then be presented by a dialog box, where you have to fill out the following information:
Title: The title for the info box
Module: Choose any of the available modules in your Microbizz solution. Here is a list of the most common ones with various ways to display information from them:
CRM:
Search company
Companies from filter
CRM account graph
Calendar:
My appointments
Team calendar
Course:
My lessons
Attendance
Equipment:
My equipment
Equipment / task overview
Hours:
Checkout notes
Invoiced within estimate
Inspection:
My inspections
Invoices:
My EDIs
EDIs from filter
My invoices
Person:
Persons from filter
Planning:
My production plan
Others production plan
Employee capacity
Routes
Process:
Awaiting action
Process pipe
Project:
Project from filter
Reminder:
My reminders
Pending
Week list
Duties
Report:
Microreports
Latest reports
Filter
User defined
Standard
Sales:
My sales
My sales (graph)
My calls
Campaign status (graph)
Sales pipe
Team performance
My quotations
Filtered quotations
Start:
Static reports
News
External app
Support:
Tickets from filter
Tasks:
My tasks
Task from filter
Pend. invoicing
Upcoming
Task from pool
User:
Check in
Active checkins
SMS communication
Be aware that it's nessecary that he user is configured to be recieving the SMS through this setting on the user profile:
Personal note
Contact information
Work plan:
Who is at work?
Work plan
One example - endless possibilities
The creation of content to start / overview pages in the description above covers only one of many possibilities.
Apart from extracting all sorts of different information, a wide range of different visual representations are also available. Below we have added a few images of some of the most popular features.
Module: Reminder - Box type: Pending
Module: User - Box type: Active checkins
Module: Reminder - Box type: Week list
