Modified: 2018/04/09 09:33 by EricCrocker - Uncategorized

Edit

Dashboard

back

The main dashboard provides an at a glance view of things that need to be done and serves as the nexus point for all activities that can be done providing currently defined roles/permissions.



Edit

Main Menu

• File
  • Log off...
    Provides a means to sign out of the client application; closing the dashboard and all other windows returning you to the initial authorization prompt.
  • Exit
    Exits the application.
• View
  • Select skin... ★
    Everyone is different, so show off your style by selecting a skin that better suites your preference and personality. more...
  • Release Notes...
    As we provide service updates, you can find the details of these new features by viewing the Release Notes dialog.
  • Refresh
    Forces a refresh of all information displayed in the Main Body (see below).
• Tools
  • Change password...
  • Start join.me...
  • Reset *all* layouts... ★
    Provides the ability to reset the layouts modified as part of MyViews to their default ("factory original") state. This is application wide which, put another way, resets the views (layouts) of the entire application to "factory original".
• Feedback
  • Send a Smile...
  • Send a Frown...
  • Peer Forums...
    Launches the RT forums using the default web browser configured with the OS.
  • Tickets...

★ Feature not available in Essentials.

Edit

Pending Update

We have had quite a few people ask about knowing ahead of time when a release of the improvements that they want are going to be released. Now while we cant give a concrete time too far down that road, we can let you know a few hours, days or possibly weeks before we go live with a new version.


This will now show up on the Dashboard and countdown to our potential release time and date.

Clicking on this reminder will open the ComingSoon window containing the details of what is coming in the next release as well as what we are looking to work on farther into the future.

Hide Pending Update

For those that want to remove the Pending Update Timer can from "View" in the Dashboard:





Edit

Main Body

In the main body of the window will be zero or more "notices." These are tasks that should be completed and serve as a reminder (and jump point) to help you work more efficiently.

• Evaluating...
• Archiving...

• This installation is DEBUG MODE.- If you get this go to an I.T. professional, you are probably infected with a virus.
• There are no stations. -There are no stations. Please contact us to add a station.
• The sales commissions table has not been configured. There needs to be at least one Sales commission in Commissions
• There are no sales people attached to (calls). There are no Salespeople attached to a Stations
• The avail types table has not been configured. You need at least one Avail. See Availtypes
• The revenue types table has not been configured. You need at least one revenue type. See revenuetypes.
• The revenue sources table has not been configured. You need at least one revenue source. See revenuesources.
• The credit policies table has not been configured. You need at least one credit policy. See Creditpolicies.
• The agency commission table has not been configured. You need at least one agency commission. See Agencycommissions.
• There are no customers. You must have at least one customers
• There isn't any copy available for (calls). There is no Copylist attached to a Stations.
• There aren't any contracts available for (calls). There is no Contracts attached to a Stations.
• Defining formats for (calls) has not been completed.. Need to start working your log
• Logs have not been created for (calls). There is no Log attached to a Stations.
• There are too many salespeople configured to sign in. You are currently licensed for (count) and have (count) configured. Either reduce the configured number or contact us to increase your license.
• There are too many sales managers configured to sign in. You are currently licensed for (count) and have (count) configured. Either reduce the configured number or contact us to increase your license.
• (calls) is/are using (automation system) which supports 'assisted reconciliation'. Configuring this will significantly reduce effort and improve overall billing accuracy.
• (calls) is/are using (automation system) which requires categories to be configured. You need to create at least one category.
• There are multiple administrators. This can cause serious issues. We treat this as a security threat and have disabled service accordingly.
• There is/are currently (count) ticket(s) for you to review. You have Tickets
• The (calls) (date) log needs to be reconciled. or There are (count) log(s) that need to be reconciled for (calls) starting (date). You have logs that need to be reconciled. See Logreconcile.
• The (calls) (date) log needs to be locked. or There are (count) log(s) that need to be locked for (calls) starting (date). You have logs that need to be locked. See Log
• Contract # (number) ((customer)) is waiting to be approved. or There are (count) contract(s) that are waiting to be approved. You have Contracts that need to be approved. See Pendingcontracts
• Contract # (number) ((customer)) is waiting to be printed. or There are (count) contracts that are waiting to be printed. You have Contracts that need to be printed. See Contracts
• Invoice # (number) of (amount) is ready to be approved. or There is (count) invoice(s) totaling (amount) that are ready to be approved. You have invoices that need to be approved. See Invoices
• There are (count) invoices that are ready to be printed. You have invoices that need to be printed. See Invoices
• There is/are (count) spot(s) that need to be made good. See makegood
• A new version is available. Please save your current changes and click here at your earliest convenience to initiate the update. or A new version is available, which corrects one or more known issues. Failure to update results in reduced access. Please click here to install the latest version.
• There are known compatibility issues when the Windows display/font settings are not the default of 100% (96 DPI). The incompatibility is on the printer side.
• Contract # (Number) appears to have invalid copy related to the (date) log for (station). You have an invalid copy of the next working log.
• (Station) (Date) contains (number) invalid copy. You have many invalid copy.
• Unable to retrieve (entity) information.'' Check your internet/Wifi. Read the actual error box for further information.

Edit

Modules

The system is divided into several task-based areas called modules. Each module represents a different group of similar tasks that need to be performed throughout the traffic and billing process.

• Copy (List) ★
  The one-stop location to manage all copy across the entire system.
• Contracts
  Where you will view, add, modify, etc. the contracts that will be used to schedule spots onto the daily logs (or to generate invoices in the case of off-air revenue).
• Log
  Everything related to editing, exporting and reconciling the daily logs.
• Billing
  This is the one-stop shopping that provides access to all the tools necessary to efficiently get billing completed.
• Accounts Receivable
  Now that you have the contracts and logs done, this is the module used to bring everything together and generating invoices. Once you receive payment on these invoices, you will also use this module to handle payments and adjustments.
• Reports
  Want to print some information out? The Reports module contains several "standard" reports that you can preview or print; in some cases actually export to several other viewable formats.
• Settings
  Think of this as the "global settings".

★ Feature not available in Essentials.

Edit

Status Bar

The status bar is the section located at the bottom of the window that includes several pieces of information and status indicators for any background processes that may be taking place.

• Group
  The current group selected.
• User
  The username of the account currently signed in.
• Progress
  Only visible when background processes are taking place. Represents the overall completion of the background processes running.
• Version
  Displays the current version of the client software.

Edit

Common UI Behaviors

See Common UI Behaviors.