Managing Widgets
Managing Widgets
To manage which widgets appear on the dashboard:
Click Manage Widgets.
Select the dashboards you want to display:
ACC Request by Status: Select the statuses to display.
Alerts/Reminders: This widget will not be added to the dashboard until you configure the alerts or reminders by clicking Select Alerts and Reminders to display in the widget.
Alternate Addresses by Type
Collections by Level
eStatements Not Sent
Invoices by Status
Invoices Pending Approval
Invoices Ready for Payment
Maturing CDs: Enter the number of days until a CD will be maturing to determine how many days before their maturation date they should appear on the widget. CD accounts will only appear if a maturity date is entered and will show daily, as long as the date is within the number of days configured on the widget, until maturity is reached.
Open Action Items
Open Action Items by Manager
Properties by Manager
Violation Letters Summary
Work Order by Status
Click Save.