Managing Dashboard Widgets
Dashboard widgets can be hidden or closed by using the icons in the upper right-hand corner of the widget. Hidden widgets can be made visible again by clicking on the small triangle icon. Widgets that have been closed can be placed back on your dashboard by going to...
Get More from Your Dashboard Charts and Graphs
You can click on a “slice of the pie” on dashboard charts to expand that slice. You can also hover over any of the graphics to get a better description of what it represents. Use the drop-down lists at the top of each widget to change the data...
Understanding Permissions in Equilibrium
Dashboards and some items are only visible if you have permission. Another area affected by permissions is the calendar/scheduling function. Anyone can view the calendar, but you must have specific permission to actually schedule events for jobs. ...
How do I add another user?
Administrators can add a new user to Equilibrium by following the steps below:
How Do I Add Additional “Lead Source” Values?
If you have administrative rights for your Equilibrium environment, you can add additional lead source values…
Configuring Your Shortcuts and Dashboard Widgets
When you configure your widgets and menu shortcuts, individual items can be moved by double clicking on each one. This works for adding as well as removing items from the selected list.
Many Drop-Down Menus are Customizable
Your Administrator is able to add, change, or delete options for many of the drop-down selections. This includes lead sources, customer types, job types, tax options, and so many more!
Restoring the [Hidden] Sidekick
Once the Sidekick has been hidden, click on any part of the bar other than the >> icon to use the auto-hide feature. This auto-hide feature gives you access to the sidekick without reformatting the page. You can make a selection from the sidekick,...
Why can’t I see the “Management Dashboard”?
Your login may not have been created with permission to see the Management Dashboard. If you have permission to see the Management Dashboard, you can view it by clicking on Dashboard > Management Dashboard. You can also set the Management Dashboard to be your...
Understanding Appointments and Tasks
The Appointments and Tasks widgets on your dashboard specifically show items dated for Today, Tomorrow and Overdue within the last 30 days. To view all of your Tasks and Appointments, click on View All in the Tasks widget. If you are not already viewing...