The home screen in Repbox is an amazing tool each user has the ability to fully customize to fit their own personal needs. This article will attempt to show how to customize the home page by adding widgets and reports for a snapshot of their days.
First, the home page can be accesses at any point when first logging in, or clicking the rocket ship doodle on the top left of any Repbox window.
Every users' home page is blank or empty as a default.
It's important to note that every users home page is separate from other users. What this means is that Admin's cannot customize another user's landing page while logging into that admin's account. The user who is logged in must edit their own landing page. Every widget can be moved, resized, refreshed to pull new data, or removed from the home screen.
Adding widgets to the home screen is what makes it so special and useful. There are a bunch of different widgets that can be added to the home screen.
While on the home screen, look to the right of the window, you will see a "Add Widget" button. Click that button to populate the drop down options.
Once you click "Add Widget" there will be a bunch of options that pop up. Scroll through these options and pick the one you want. (Some of these may need more customization and further set up)
This list is scrollable, which means there are many more options available than what is initially shown.
Mini Lists are a way for the user to see snapshots of Modules on their home screen. This can be done with any module such as contacts, opportunities, quotes, accounts, etc. These are first set up in the module. (See related article of Listviews)
First you are going to want to go to your home screen and click the "Add Widget" button.
Once you click the "Add Widget" button, a list will drop down. When this happenes, you will need to scroll all the way down to the "Mini List" option.
Once you click this option, a "Mini List" pop up will appear. You will need to select a module that you would like to use.
The mini lists menu will give you a handful of options to choose from.
1.) Is the module selection, here you choose the module you would like the list to pull from
2.) This is the filter selection, here you choose the filter you would like, all filters set up in that module will populate here, if there are none set up then the default and only option will be "All"
3.) Edit Fields: here you will add the fields you would like to show in the mini list. depending on the module selected between 2 to 4 fields can be added.
Once you are done making your selections, click "Save." And the list will be on your home screen. You are able to adjust the size of your widget by dragging the right bottom corner. Either making it bigger or smaller.
If at some point you make a mistake in the set up of the widget once it is on your home screen, you can easily remove it by dragging your mouse over the right top corner to either "refresh" the widget, or "x" to close the widget and remove it.
Metrics are another useful tool to see information compared to other similar information in either a "count" or a percentage. For example, you can set up a metrics list to see how many quotes you have quoted for the month, or a percentage of how many quotes you have quoted in all for the week, month, or year. The sky is the limit with what you can show in metrics. (Important note: Please see article on List Views to see how to check off "List In Metrics" option for each list view)
First you are going to want to click the "Add Widget" button on your home screen.
Once the list populates, you are going to want to scroll all the way down, and choose the "Metrics" option, you will see it right after the "Mini List" options.
Once you select this option, a pop up will appear.
Here you will name the list, decide which type of metric list you want, and then select the module from where you would like the list to pull from.
In the "Type" field, there are two options you can choose from, "Count" or "Percentage" The main difference between these two options is that count give you a total number, while percentage give you a percentage. Percentage needs an additional list to pull from to be able to calculate the percentage. For example, if you want to see a percentage of quotes quoted, you would need to set up the list to compare the total number of quotes against a list of total number of quoted quotes. Repbox will then calculate the percentage based off of those two numbers.
In the "Count Option" only 4 fields will populate:
While in the "Percentage Option" 5 fields will appear:
Once you are done with this widget and have fill out all the information, click "Save" for the widget to populate on the home screen.