Dashboard – Custom

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information.

The “Custom” sub-tab, unlike other options in your Dashboard, can be configured to show whatever information is more relevant to you and your business. Where other sub-tabs will have fixed panels with consistent information for each CRM user, the “Custom” sub-tab will be specific to each user’s Dashboard. You can find exactly what information you want to see and hide anything that isn’t relevant.

When you open the “Custom” sub-tab, you will see several contained panels arrayed below. At the top of the page, you will always see an alert for any new records that have been added to your database. You can click the links in this banner to either view these new records or mark them all as “Viewed”.

Each panel below will have a white bar at the top. You can grab and hold this title bar with your mouse, then drag it around the screen to reposition it on your Dashboard. This way, you can put panels with important information at the top of the page.

To the left, you will see the title of that panel, including everything from “Missed Tasks” and “Upcoming Birthdays” to a “Lead Conversion” summary and “RSS Viewer” for your news. To the right, you will see a small blue icon. You can click this icon to minimize a panel into its title bar or expand it again. This allows you to hide panels that aren’t important to you and display those that are.

The majority of the panels available in the “Custom” Sub-tab are those that are featured elsewhere in the Dashboard. You can learn more about each of these panels in the corresponding “Dashboard” tab manual articles.

Some panels, however, are unique to this “Custom” Sub-tab. The first is the “Not Contacted” panel. This list will show you client records that you haven’t accessed in a number of days specified in the box at the top of the panel. The last tracker event made for each record will show below, along with the date the record was added, the date it was last opened, and a link to the client’s record.

You can also narrow the list by specific marketing sequence pipeline status using the drop-down menu. The list can be updated with your current settings or printed using the buttons in the upper-right corner.

The “Activity Panel” panel will show a summary of actions you have taken today. You can view a more detailed report of tracker events for your records by clicking the “Full Report” link below.

Lastly, you can review the latest mortgage news in the “RSS Viewer” panel. Here, you can choose how many stories you want to see, what RSS Feed source you want to read, and click “Go” to show a list of matching articles. You can read a snippet of the article here or click the blue headline link to access the full story.