Overview

Actions

• Standard
• Professional
• Enterprise

To…

Then…

Add a ProTracker module

1. Click the Add Dashlets button in the bottom right corner of the Home page.
   This displays the Add popup.
2. Click the Modules tab.
3. Click the type of module from the list.
   The Dashlet is added to your homepage.

You can add multiple ProTracker Dashlets of the same type and configure each other differently. For example you can add two ProTracker Dashlets for Clients and display different columns, filters, and so on. You can add a My Favorite Records Dashlet to display a list of records that you have marked as your favorites across modules.

Add a ProTracker chart or report

1. Click the Add Dashlets button on the Home page.
   This displays the Add popup.
2. Click the Charts tab, then click the type of chart or report from the list.
   The Dashlet is added to your homepage.

You can add a chart Dashlet to your Home page or to the Dashboard. The Charts tab displays pre-defined report charts under Basic Charts. Custom report charts are listed under My Saved Reports as well as charts of summation reports. You can add your team report charts as well as Global Team report charts.

Add a Team Notice, Jot Pad, or MyActivity Stream

1. Click the Add Dashlets button on the Home page.
   This displays the Add popup.
2. Click the Tools tab.
3. Click the tool you want to add.
   The Dashlet is added to your homepage.

Add an external website or news

1. Click the Add Dashlets button on the Home page.
   This displays the Add popup.
2. Click the Web tab.
3. Enter the URL in the appropriate field
4. Click Add.

To edit a Dashlet:

1. Click the edit icon (sun rays) located at the top right corner of each Dashlet.
   The Options popup displays.
2. You can change the Dashlet’s title, the number of rows that it displays, and the fields that display as columns. You can also filter records that you want to view in the Dashlet, based on the subject, assigned user, due date, and so on.
3. Click Save after you have made the desired changes to the Dashlet settings.

Move a Dashlet

Click anywhere on its title and drag and drop the Dashlet to its new location.

Remove a Dashlet

Click the delete icon (x) located at the top right corner of each Dashlet.

Manually refresh a Dashlet

Click the refresh icon located at the top right corner of each Dashlet.

Modify the Auto-Refresh setting on a Dashlet

1. Click the edit icon (gears) located at the top right corner of each Dashlet.
   The Options popup displays.
2. Click the desired interval from the Auto-Refresh dropdown.
3. Click Save.

Filter what displays in Only My Favorites Dashlet

Follow these steps to identify records as My Favorites:

1. Go to the List View of a module, for example Opportunities.
2. Click the grey star icon next to the record name to change its color to yellow. Repeat with other records if required.

Follow these steps to run a search on My Favorites records:

1. Go to the List View of a module, for example Opportunities.
2. Mark the checkbox for My Favorites and click Search.
3. This displays a list of all the records that had been identified as My Favorites earlier.

Add a My Activity Stream Dashlet

1. Click Add ProTracker Dashlets on your Home page.
   This displays the Add pop-up window.
2. Click Tools tab.
3. Click My Activity Stream.
   The My Activity Stream Dashlet displays on your Home page.
   If User Feed is enabled, you will see your username and a field to enter the status information to post.
4. Click the down-arrow next to your name in the My Activity Stream bar.
5. Enter the team’s name in the Visible to Teamfield, or click Select to select it from the
6. Teams list.

Post an external link, image, or YouTube video in the My Activity Stream Dashlet

1. Enter the URL or path in the field next to your name at the top of the My Activity Stream Dashlet.
2. Click Post.

Display your picture with your posts to My Activity Stream

Add a picture to your profile using these steps:

1. Click your username in the upper right corner of the ProTracker window.
   The User Profile tab displays.
2. Click Choose File next to the Picture field.
3. Navigate to and select your picture.
4. Click Save.

Suppress posts

Click Suppress adjacent to the post you want to suppress.

Reply to a post

Click Reply adjacent to the post.