The Home page includes:
- Dashboard for Charts & Graphs
- Message Board / Bulletin Board for messages
- List/Event Manager for lists (some examples include current events, current commodity prices, current insurance rates, current mortgage rates, specials, deals, etc).
The Message Board/Events Maintenance function is where you set up the Home Page(s). This can be reached via the Administration function in the top banner of the application.
Multiple Home Pages (including Lists/Events) can be set up and assigned to the individual user at logon setup time. You may want a different Home Page for internal personnel versus partner users.
If you have access to more than one workgroup, it is important to double-check that you are editing the correct message board(s) and associated events for the correct company by confirming that the appropriate Workgroup name appears in the drop down box at the top of the Message Board List page.
Add an Message Board - To set up a new message board, click the Add Record tab on the Information Board List page to open a window for the new message board. This is a full HTML editor so it can contain variable size type, graphics and even video. The message board is uniquely assigned for each workgroup. If multiple message boards are available to the WorkGroup, then the message board can be assigned at the individual level through the Internal Security page.
Edit an existing information board - To edit an existing message board, go to the Message Board List page and click on the message board you wish to edit. You can enter new text or change existing text. When you are finished, press the submit button to make the changes take effect.
Delete an information board -
To delete an existing message board, go to the Message Board List page and click on the message board you wish to delete. When the message board opens, scroll to the bottom of the page and click delete.
Upload a logo - It is possible to include a logo or other small graphic in the upper left-hand corner of an Message Board. To add a logo so that it is included in the drop-down list for the message board, click on the Upload Logo tab on the Message Board List page. Browse for the document name on your computer or network and once it appears in the filename dialog box, press Upload.
Event/List Tracker Management -
To add, edit and delete events, access the Message Board List by clicking the Message Board List tab on the main Information Center page and then click on the ‘add event’ for the Message Board you’d like to modify. Alternately, you can access this are by going to the Message Board/Events Maintenance section in the Administration area.
