CRM Dashboard

The Digital Dashboard is your “home page” when using the On-Demand software. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities such as email, calendar, opportunities, alerts and company news. To access this page from other modules, click on the House icon at the top left of your screen.

Using the “Preferences” option under “Quick Links” , and then “Home” in the “Preferences” window that appears, you can control which information appears on your own personal dashboard based upon a list of available options. This can also be done by clicking on Edit in the center of the blue bar at the top of the page.

Module Tabs

Module Tabs run across the top of your Digital Dashboard and provide quick access to the On-Demand modules that are available to you.

Note: Your available choices will be determined by your System Administrator. You may not see all of the modules discussed in this guide.

To go to a module, simply click on the corresponding Module Tab.

Tab/Icon	Description
Home icon	Your “Home” button is an icon at the far left of the Module Tabs that has an image of a small house. You may click on this button at any time to go to your digital dashboard.
Accounts	Provides detailed information about Accounts, Contacts, and Teams. An Account is any entity with which you do business or may wish to do business. A Contact is an individual associated with an Account. Information includes name, address, telephone, fax, email, primary contact, etc. “Teams” allow multiple people to be assigned to Accounts, Sales Opportunities, Leads, or Projects.
Email	The Email module is a full function email system which provides all the basic email operations such as checking for new mail, read, reply, forward, delete, creating folders, and sending attachments.
Calender	The calendar allows scheduling and organizing activities for specific dates. Scheduled activities may be viewed using a Daily, Weekly, Monthly or Annual view. You may also link to other calendars in your organization so that meetings may be scheduled when attendees are available.
Activities	This is your personal “To Do” list. Activities tend to last for a period of time and may be completed at a future, as yet undetermined time, as opposed to calendar events which are tied to a specific date.
Sales	Sales lets you to stay on top of opportunities “in the pipeline” and manage the sales process from the earliest prospect stage to closure, and everything in-between.
Leads	A lead is a potential sale, or source of a potential sale. Leads may be entered, tracked and managed in this module. Leads are converted to “Accounts” once they meet the criteria, interest or activity you or your company determine appropriate.
Marketing	Keep track of marketing campaigns, promotions and events and evaluate the performance of these programs.
Support	Track and manage customer support issues (“tickets”). Maintain a product FAQ and database. Visual graphs representing support issues and status may be generated.
Documents	A library of documents may be maintained such as product brochures, price list, press releases, product specifications or fact sheets. Documents may be organized by folders and sent electronically via e-mail to prospects and customers.
Analytics	Analytics allows you to analyze your business through the graphical representation of data. Various graphs for sales, marketing and customer support may be generated.
Additional	This drop-down menu provides access to additional modules. Available modules may include: Preferences Administration Accounting Module Reports

Search Function

The Digital Dashboard, and all other On-Demand modules, include a comprehensive search function. When a module lists multiple entries (such as multiple Accounts) you may enter one or more words into the search field and then press the Enter key to limit the list to records to those that match the search criteria.

When used on the Digital Dashboard, the Search function will take you directly to the Accounts module, which will display the accounts that match your search criteria. The search criteria may be any information within the account, including partially spelled names, city, phone number.

Edit/Help

These small buttons are located just to the right of the Search Function.

• Edit: Opens a screen and allows you to add or remove selected Digital Dashboard features.
• Help (Question Mark): Provides quick access to the On-Demand online Help. Help provides detailed information about how to use the On-Demand functions.

Module Actions

On the left side of the dashboard just above the Quick Links section is an area labeled Home. The Home section allows you to quickly accomplish specific tasks within each module. This list of shortcuts will change depending on which module you are using. (The illustration on the left shows how this area looks when using the Digital Dashboard or “Home” module. Click the ”House” icon on the far left to return to the dashboard from any module) Click Accounts or Activity module tabs and the list will contain key shortcuts for those respective modules.

Quick Links

The Quick Links panel remains on the screen regardless of the On-Demand module currently in use. These links are functions, which may be used at anytime within On-Demand. Simply click on a listed item to access that function.

Link	Description
Help	Direct access to the On-Demand Help.
Administration	This option will appear only if you have administrative privileges. (See for more information)
Preferences	Use this option to record your personal in-formation and to change your password.
Reports	Generate reports based upon information in the On-Demand database.
World Clock	Display the current time for various locations around the world.
Calculator	A useful calculator pops up on screen.
Logout	Discontinue use of On-Demand, disconnect from server.

Commence OnDemand User Help