After you understand basic navigation in Inform, you can set up your Dashboard. The Dashboard is your personal home page view of Inform ERP that appears every time you start it up. This article will walk you through the process of configuring your Dashboard, however we also have a brief video touching on the same topics, which you can access by clicking here.
You create the Dashboard by adding and arranging tiles that contain the information more important to you.
- To see your Dashboard options, go to Analytics > Dashboard.
Available Dashboard Tiles appear in a fly out menu at the right of the window.
- You can click and drag any Dashboard Tile to your home page, and it will reappear every time you run Inform. This setup is custom for your login only.
- You may add task related tiles, which appear under Company on the Dashboard menu.
- Click and drag the Calendar tile. From here you can track tasks and activities. See Use the Inform Calendar.
- You can also view your Inform Mail. Click and drag the Mail tile over to the Dashboard.
Scan through your emails by hovering over each link and reviewing the pop-up. If you need to respond, click the link to open the email. To learn more, see Use your Inform Mail .
- Click and drag the Calendar tile. From here you can track tasks and activities. See Use the Inform Calendar.
- You can also add KPIs for Accounting, Inventory, and Sales. To make best use of the space available, carefully select which KPI tiles to include.
To learn more about each one, including detailed metrics, see
See also