Custom Desktop Overview

Custom Desktop Overview

Info
This article is part of the Custom Desktop section.

Find all related articles here:
 

Custom Desktop Summary


The Custom Desktop gives users extra tools to organise information from different parts of the system by settings up widgets relevant to their role. Some of this functionality is also available in the Dashboard.

You can access it in the Custom Desktop tab.

The tab is made up of widgets, which you can add to your screen. These widgets cover the following areas:

  1. Keys – Displays a list of keys due to be returned, based on data in the Keys tab of each development.

  2. Warranties – Lists warranties nearing expiry, pulling expiry dates set across your developments. You can filter by property manager, inspector or the job types linked to the warranty/maintenance contracts.

  3. Reminders – Create and assign reminders to yourself or other users, linked to a module within the system. The widget also lets you view which reminders are due, either by user or across all users.

  4. Web Users – Authorise and update client web user accounts based on how client registration is set up in your Client Web Portal.

  5. Client Debt Control – Lists clients with a Debt Inhibition on their account, showing when it’s due to expire.

  6. Contractor Insurance Expiry – Reports on contractors with missing or outdated insurance on their PL Account. More detailed information is available in the Contractors Dashboard card.

  7. Development News – Send Development News posts to one, several or all developments at once. The posts will appear on your client portal.

  8. Credit Control Review Dates – Shows clients placed on a credit control status with a review date.

  9. Incoming Scanned Mail – Designed for those using the QR Code scanning system, where documents are scanned, saved and uploaded.

  10. Inspections – Displays upcoming inspections across developments. It works based on inspection frequency set in the Development Master tab, where the Inspection Completed box is ticked as part of the upload process.

Adding Widgets


  1. To add a widget, click Add Widget in the top-right corner of the Custom Desktop tab:



  2. A list of available widgets will appear:


  1. Tick the widget(s) you want, then click Save. Your selected widget(s) will appear on the screen: 


Using the Widgets


  1. Each widget has a white arrow in a grey box — click this to open Settings for that widget:



  2. Select your filter and click Save to apply the filtering and view the results:



  3. Drag the blue title bar at the top to reposition a widget. Drag the bottom border to resize it:



  4. Once configured, click the arrow again to close the Settings section:



  5. You might need to drag the grey bar at the bottom of a widget to view its full contents. Each widget behaves slightly differently.
    1. For example, in the Reminders widget, you can add new reminders using a button — any saved reminders appear in a grid above:



  6. Widgets refresh automatically when you open the Custom Desktop tab. If you've had the tab open for a while, click Refresh Widgets (top-right) to update the data.

  7. To remove a widget, click the X in its top-right corner. You can re-add it at any time from the Add Widget menu - or untick it in the menu to remove it.

    • Related Articles

    • Proposed Works - Overview

      This article is part of the Proposed Works section. Find all related articles here: Proposed Works Overview A Proposed Work is a separate fund set up to handle big, one-off jobs. It helps gauge interest in potential work, and allows you to collect ...

    • Estimates - Overview

      This article is part of the Estimates section. Find all related articles here: Estimates The Estimates Tab Estimates are created and managed from the Estimates tab. Here you can Add, Amend or Repeat an Estimate Request using the buttons in the action ...

    • Planned Maintenance - Overview

      This article is part of the Planned Maintenance section. Find all related articles here: Planned Maintenance Introduction The Planned Maintenance module allows you to schedule, keep track of and process recurring jobs without having to recreate the ...

    • Managing Property Floats - Overview, Setting and Updating Float Amounts

      This article is part of the Property Floats section. Find all related articles here: Property Floats Introduction A property float ensures there are enough funds to cover regular costs and small repairs in a development. CPL tracks float amounts per ...

    • Credit Control Reporting

      This article is part of the Credit Control & Client Statuses section. Find all related articles here: Credit Control & Client Statuses This article explains different ways for you to report on your Credit Control process. Credit Control Summary This ...