Changes

{| class="wikitable" style="width: 400px;word-wrap: break-word;"When visually listing forms there are ! Id! Pane! Render As! Chart Type! Key Fields! Description! Snapshot|-| 1 || Dashboards - Default Holding Message || HTML || . || . || Introductory text || [[File:Pane1.png]] |-| 2 || Work by Project This Month || FusionChart || pie3d || intTotal, strProject_Name || Linked to the time tracker module and project management module. provides a project breakdown || [[File:Pane2.png]] |-| 3 || Hours Breakdown by Person ( This Month ) || FusionChart || pie3d || intTotal, strName || Breakdown of hours logged by users in the time tracker module || [[File:Pane3.png]] |-|-4 || Billable Hours per Day This Month || FusionChart || column3d || intTotal, strDate || The number of configuration options availablebillable hours logged in time tracker || [[File:Pane4. png]] The default system listing is alphabetical but |-| 5 || WorkingTime Button - Project Report || Button || . || . || Links to the visual listing can be heavily customisedproject management module || [[File:Pane5.png]] |-| 6 || WorkingTime Button - Group Project Report || Button || . || . || Link to TT project report || [[File:Pane6.png]] |-| 8 || WorkingTime Button - Person Report || Button || . || . || Links to a report of a users logged hours || [[File:Pane8.png]] |-| 9 || WorkingTime Button - No Hours Person Report || Button || . || . || Link to TT main menu || [[File:Pane9.png]] = Settings =|-| 10 || WorkingTime Button - Full Margin Report || Button || . || . || Links to TT main menu || [[File:Pane10.png]] |-* | 11 || WorkingTime Button - Security Group Report || Button || . || . || Links to a report in TT showing hours breakdown by security group || [[File:Pane11.png]] |-| 12 || Billables Per Day Worklist || FusionChart || bar2d || intMargin, strDate || Calculates the margin for each day and displays it in a graph || [[File:Pane12.png]] |-| 13 || Worklist of Billables || FusionChart || line || intMargin, strDate || Trend report illustrating the margin earned, data pulled from TT module || [[File:Pane13.png]] |-| 14 || WorkingTime Button - Time Tracker Management || Button || . || . || Link to time tracker settings || [[File: A text field Pane14.png]] |-| 15 || WorkingTime Button - Pricing Management || Button || . || . || Link to group optionsthe TT report by project || [[File:Pane15.png]] |-| 16 || WorkingTime Button - Expenses Management || Button || . || . This allows grouping options || Link to be createdthe expenses manager main menu || [[File:Pane16.png]] |-| 17 || WorkingTime Button - Project Management || Button || . || . If blank all go into || Link to a General GroupTT report || [[File:Pane17.png]] |-| 18 || WorkingTime Button - Person Management || Button || . || . || Links to the HR manager module main menu || [[File:Pane18.png]] |-| 19 || WorkingTime Button - PO Management || Button || . || . || Links to the PO module main menu || [[File:Pane19.png]] |-| 20 || WorkingTime Button - Security Management || Button || . || . || Links to the SAM UAM console || [[File:Pane20.png]] |-* Sort Order | 21 || Outbound - Outcomes count || FusionChart || bar3d || intCount, strStatus || How many times the outcome has been used || [[File: Instead Pane21.png]] |-| 22 || Outbound - Records by Agent || FusionChart || pie3d || intCount, strName || Breakdown of depending on alphabetical ordering how many times each agent has saved a record || [[File:Pane22.png]] |-| 23 || Outbound - Contacts by Period || FusionChart || bar3d || intCount, strDate || Displays the number of CCLs || [[File:Pane23.png]] |-| 24 || Outbound - Button - Instant Visualisation || Button || . || . || Link to data profiling instant visualisation report || [[File:Pane24.png|30px]]|-| 25 || Outbound - Button - Data Analysis || Button || . || . || Provides a link to the new "Instant Data Analytics" report in data profiling || [[File:Pane25.png|30px]]|-| 26 || Outbound - Button - Outcome Statistics || Button || . || . || Link to the formsoutcome breakdown report || [[File:Pane26.png|30px]]|-| 27 || Outbound - Button - Activity Report || Button || . || . || Link to a report displaying the outcome breakdown and the AHT || [[File:Pane27.png|30px]]|-| 28 || Outbound - Button - Data Report || Button || . || . || Link to the "Data - by outcome, it is now possible by time" report || [[File:Pane28.png|30px]]|-| 29 || Outbound - Button - Customised Reports || Button || . || . || Links to a list of all customised groups || [[File:Pane29.png|30px]]|-| 30 || Outbound - Button - Contact Analysis || Button || . || . || Links to put a sort order on trend report showing the formsmost popular contact times || [[File:Pane30.png|30px]]|-| 31 || Outbound - Activity Times || List || .|| intId, strName, tmeTotal || Average activity time per user || [[File:Pane31.png|30px]]|-* Title | 32 || Outbound - Current Queue || Queue || . || . || Displays the outbound calling stack || [[File: The title Pane32.png|30px]]|-| 33 || Outbound - Complete Vs. Incomplete || FusionChart || pie3d || intTotal, strType || breakdown of how many incomplete and complete outcomes have been used || [[File:Pane33.png|30px]]|-| 34 || Outbound - Button - Set Queue || Button || . || . || Links to the "set the current working outcome" page || [[File:Pane34.png|30px]]|-| 35 || Outbound - Button - Call backs || Button || . || . || Links to the reminders for the listing itemform || [[File:Pane35. Will use png|30px]]|-| 36 || Taken to Process || Button || . || . || Link to a worklist of all records in progress || [[File:Pane36.png|30px]]|-| 37 || Outbound - Button - Load More Data || Button || . || . || Links to the data import function in form management || [[File:Pane37.png|30px]]|-| 38 || Outbound - Button - Manage Form || Button || . || . || Opens up the form console || [[File:Pane38.png|30px]]|-| 39 || Outbound - Button - Manage Custom Groups || Button || . || . || Link to the From Name if not suppliedoutbound cutomised group setup || [[File:Pane39.png|30px]]|-* Image | 40 || Outbound - Button - Dialler Integration || Button || . || . || Link to the wixi on dialler integration || [[File: Is one Pane40.png|30px]]|-| 41 || Membership - Member Types || FusionChart || bar3d || intTotal, strType || Breakdown of two optionsall member types on a form, data is pulled from a membership configuration || [[File:Pane41.png|30px]]|-| 42 || Membership - Paid Unpaid || FusionChart || pie3d || intTotal, strType || Breakdown of paid and unpaid members || [[File:Pane42.png|30px]]|-| 43 || Membership - Member Search || HTML || . || . || search screen to search for records in the form || [[File:Pane43.png|30px]]|-| 44 || Membership - Button - Data Analysis || Button || . || . || Link to the instant data analytics report in data profiling || [[File:Pane44.png|30px]]|-| 45 || Membership - Button - Instant Visualisation || Button || . || . || Link to the instant visualisations report in data profiling || [[File:Pane45.png|30px]]|-| 46 || Membership - Button - Contact Statistics || Button || . || . || Links to the outcome breakdown and AHT info || [[File:Pane46.png|30px]]|-| 47 || Membership - Button - Contact by Team || Button || . || . || Links to the team outbound calling report || [[File:Pane47.png|30px]]|-| 48 || Membership - Button - Contact Pattern || Button || . || . || Link to a trend report on contact times || [[File:Pane48.png|30px]]|-| 49 || Membership - Button - Group Communications - SMS || Button || . || . || Link to the SMS campaign send functionality || [[File:Pane49.png|30px]]|-| 50 || Membership - Button - Group Communications - Email || Button || . || . || Link to the email campaign send functionality || [[File:Pane50.png|30px]]|-| 51 || Security - Departments Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of how many users are in each department || [[File:Pane51.png|30px]]|-| 52 || Security - Role Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of users assigned to each role || [[File:Pane52.png|30px]]|-| 53 || Security - Lockouts || List || pie2d || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || List of current locked out users || [[File:Pane53.png|30px]]|-| 54 || Security - Last IPs || List || . || intCount,strIPAddress || List of all IPs registered and number or of hits from each || [[File:Pane54.png|30px]]|-| 55 || Security - Last Logins || List || . || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || date and time of a URLuser's last login || [[File:Pane55. If a URL then png|30px]]|-| 56 || Security - Button - User Status Report || Button || . || . || Links to the user status report in SAM || [[File:Pane56.png|30px]]|-| 57 || Security - Button - Organogram || Button || . || . || Links to the security organogram || [[File:Pane57.png|30px]]|-| 58 || Security - Button - Failed Logins || Button || . || . || Link to the failed login report in SAM || [[File:Pane58.png|30px]]|-| 59 || Security - Button - IP Report || Button || . || . || Link to the API login report in SAM || [[File:Pane59.png|30px]]|-| 60 || Security - Button - Security Events || Button || . || . || Link to the security audit log in SAM || [[File:Pane60.png|30px]]|-| 61 || Security - Button - Master Settings || Button || . || . || Link to basic system information || [[File:Pane61.png|30px]]|-| 62 || Security - Security Events || List || . || dteArticleView_DateTime, strUsername, strArticleView_Type, strArticleView_Comments || Displays the file must be loaded into first few items of the custom folder system events audit trail || [[File:Pane62.png|30px]]|-| 63 || Security - New Users || List || . || strClient_Firstname, strClient_Surname, dteClient_DateCreated || List of bxp for security new users and speed reasonswhen they were created || [[File:Pane63.png|30px]]|-| 64 || Prebuild - Company - New This Month || Value || . || intTotal || The number of new records in the company form || [[File:Pane64.png|30px]]|-| 65 || Prebuild - Company - Pie by Owner || FusionChart || pie2d || intCount, strName || Pie chart based on owner field || [[File:Pane65.png|30px]]|-| 66 || Prebuild - Company - Pie by Geographic Region || FusionChart || pie2d || intCount, strName || Pie chart showing breakdown of the region field || [[File:Pane66.png|30px]]|-| 67 || Prebuild - Company - Pie by Industry || FusionChart || pie2d || intCount, strName || Breakdown of the industry field || [[File:Pane67.png|30px]]|-| 68 || Company - Worklist - My Companies || Button || . || . || Link to personal worklist of records to action || [[Custom_File_UploaderFile:Pane68.png|30px]] If you use a number you will get one |-| 69 || Company - List - Most Recent || List || . || intId, strName, strLast_Modified, dteWhen || List of the premost recently added companies || [[File:Pane69.png|30px]]|-designed button options| 70 || Prebuild - Company - Button - Form Edit || Button || . || . These are listed here || Link to the form console || [[File:Pane70.png|30px]]|-| 71 || Prebuild - Company - Management || Button || . || . || Link to the prebuild manager || [[File:Pane71.png|30px]]|-| 72 || Prebuild - Company - Button - Lookup Company || Button || . || . || Link to search function for your conveniencelooking up records || [[File:Pane72.png|30px]]|-| 73 || Prebuild - Company - GoogleMap || GoogleMap || . || . || Displays a map on screen with all the companies pin pointed || [[File:Pane73.png|30px]]|-| 74 || Prebuild - Contact - New This Month || Value || . || intTotal || Raw count of new contacts || [[File:Pane74.png|30px]]|-It is possible to convert any current data listing into | 75 || Prebuild - Contact - Pie by Owner || FusionChart || pie2d || intCount, strName || Breakdown of the pictoral listing contact owners || [[File:Pane75.png|30px]]|-| 76 || Prebuild - Contact - Oldest Callbacks || List || . || strName, dteReminder, strComment, dteLogged || List of all callbacks sorted by adding blPictoral=true date || [[File:Pane76.png|30px]]|-| 77 || Prebuild - Contact - My Contacts || Button || . || . || Link to the URL personal worklist of contact records || [[File:Pane77.png|30px]]|-| 78 || Prebuild - Contact - Button - Lookup Contact || Button || . || . || Link to the selection look up a record pagefor the contacts form || [[File:Pane78.png|30px]]|-| 79 || Prebuild - Contact - List - Most Recent || List || . || intId, strFirstName, strSurname, strEmail, strOwner, dteWhen || List of most recently added contacts || [[File:Pane79.png|30px]]|-| 80 || Prebuild - Contact - Contacts this month || FusionChart || bar3d || intCount, strName || Breakdown of number of contacts added by each user || [[File:Pane80.png|30px]]|-| 81 || Prebuild - Opportunity - Funnel || PipeFunnel || . || . || The status of each opportunity and where they are in pipeline || [[File:formicons_001Pane81.png|800px30px]]|-| 82 || Prebuild - Opportunity - Sales History || FusionChart || line || intTotal, strDate || Trend line chart of the value of the opportunities || [[File:Pane82.png|30px]]|-| 83 || Prebuild - Opportunity - 90 day Score >= Worked example =75% || List || . || intTotal, strName || List of viable opportunities || [[File:Pane83.png|30px]]|-| 84 || Prebuild - Opportunity - Soon to drop || List || . || intId, intTotal, strName, strOwner, strWhen || List of opportunities, the soon to drop is calculated from form fields || [[File:Pane84.png|30px]]|-So here is the Advanced Settings | 85 || Prebuild - Opportunity - All Opportunities || Button || . || . || Link to a worklist of all opportunities || [[File:Pane85.png|30px]]|-| 86 || Prebuild - Opportunity - My Opportunities || Button || . || . || Link to a form setpersonal worklist of opportunities || [[File:Pane86.png|30px]]|-| 87 || Mailbox - New Arrivals - Today || Value || . || intCount || Number of new emails received by day || [[File:Pane87.png|30px]]|-| 88 || Mailbox - New Arrivals - Longest Wait || Value || . || strWait || Longest wait for an email to be actioned || [[File:form_listing_001Pane88.png|800px30px]]|-| 89 || Prebuild - Mailbox - Incomplete Cases || Value || . || intCount || The number of unactioned emails || [[File:Pane89.png|30px]]And here is what it appears like in |-| 90 || Prebuild - Mailbox - Open Case Longest Wait || Value || . || strWait || The longest wait for an email to be actioned || [[File:Pane90.png|30px]]|-| 91 || Prebuild - Mailbox - Closed This Week || Value || . || intCount || How many emails have been closed since the Listing start of the formsweek || [[File:Pane91.png|30px]]|-| 92 || Prebuild - Mailbox - Button - Open Cases || Button || . || . || Link to all the emails that need to be actioned || [[File:Pane92.png|30px]]|-| 93 || Prebuild - Mailbox - Button - Activity Times Last 30 Days || Button || . || . || Link to the activity report, displays AHTs || [[File:Pane93.png|30px]]|-| 94 || Prebuild - Mailbox - Lookup BEmail || Button || . || . || Link to the form lookup screen || [[File:form_listing_002Pane94.png|800px30px]]|-| 95 || Prebuild - Mailbox - My BEmails || Button || . || . || Link to personal worklist of bemails to action || [[File:Pane95.png|30px]]|-| 96 || Prebuild - Mailbox - New cases opened by day || FusionChart || line || intTotal, strDate || Trend line chart of the number of new bemails per day || [[CategoryFile:Module SpecificPane96.png|30px]]|-| 97 || Mailbox - Prebuild - Processed by day || FusionChart || bar3d || intTotal, strDate || A count of how many records are processed each day || [[File:Pane97.png|30px]]|-| 98 || Prebuild - Mailbox - Cases by agent for last 7 days || FusionChart || pie2d || intTotal, strAgent || Breakdown of the users actioning the records || [[File:Form ManagementPane98.png|30px]]|-|}