Practice Dashboard:
We have removed our existing practice dashboard, which shows the company count for all users when they log in to the system.
Old interface:
New interface:
We have changed the dashboard in a slightly useful way. Whenever the user logs into the system, it will show only the tasks assigned to the user who has logged in. If they need to edit any tasks, they can do it.
If there are no tasks assigned for the user, "No records found" will be displayed for the user.
The user can then navigate to any screen from the dashboard, as in the old interface. They can navigate to the company using "Select (or) search companies" at the top.
If they want to go to different sections, they can click the below icon and click the relevant menus:
Company Dashboard Changes:
Old Interface:
We have retired the below company dashboard screen as it is of no use.
New Interface:
Whenever the user selects any company at the top (Limited/Umbrella Company), the system will display the "User Preferences" screen for the user to set up the landing screen for Limited/Umbrella company.
If the user uses Umbrella Company, they can set the landing screen (most used screen) for Umbrella Company and click "Save". If the user uses both limited and umbrella companies, they can set the landing screen for both and click "Save". Once this is saved, when the user selects the company next time, they will be landed on the screen with the settings they have set before. But if the user has not saved, this screen will be displayed when the user selects the company every time.
I hope you like the new dashboard changes😊