What is the Most Recently Used list?
What is the Recent Client Activity widget?
Is there a way to change the dashboard layout, or turn widgets on and off?
How can I change the date range that the dashboard Invoice Summary and Quote Summary widgets cover?
The dashboard is the FusionInvoice main, or "index" page. It gives you an overview of your entire company and allows you to easily navigate to the different FusionInvoice modules. It has a customizable layout and dashboard "widgets" or tools that make managing your company easier, can be turned on or off in the system settings on the "dashboard" tab, according to your company's preferences.
The navigation menu is found on the left side of every page in FusionInvoice. It is the way that users navigate between the different main FusionInvoice modules.
The Most Recently Used (MRU) is located below the navigation menu on every page within FusionInvoice. It holds your ten most recent actions and provides a one-click link to go back to any item - clients, invoices, expenses, quotes, reports, etc.
The dashboard will also display window at the top when a new version of FusionInvoice is released, or when you are due for a Support and Update renewal.
The Recent Client Activity widget allows you to quickly see activity from your clients, such as when they view a quote or invoice.
The task list widget allows you to all tasks that are assigned to you in one place. It is a personal to-do list.
You can enable the widget from System>System Settings on the dashboard tab.
Tasks may be created on the dashboard, using the "Create Task" button at the top-right, or in the notes, while you are adding a note, by clicking the "create task on save" button near the bottom of the screen where you enter notes.
Important notes about creating and editing tasks:
Tasks can be moved and sorted within and between sections with a simple drag and drop.
Yes. You can change the layout in System>System Settings on the "dashboard" tab.
You may enable or disable widgets, change the order of the widgets (widgets are laid out from top-left to bottom-right, beginning with "1" at the top-right), choose column width (12 columns is equal to full-dashboard-width, 6 columns is equal to half-dashboard-width), or you can change specific widget settings.
To change the date range that your Invoice Summary and Quote Summary widgets cover, use the selector at the top-right of the dashboard.