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In V14.5 we can add almost any module easily, to the home page and we use that to monitor things like when the status is a certain level for Service Orders or Quotations and so on.

I can move them around and re-size them and set if they show in one column or two or three.

In V15 the items I had already added to V14 were imported across into the Employee Portal but not to the Web Portal.  Also, in the Employee portal I cannot change how many columns they will show in. So my questions are:

  1. Can we set up the home page in V15 web Portal, similar to what was in V14 employee portal?  I can see standard widgets only but have not found how to add modules.
  2. In V15 Employee Portal, how do we set how many columns to be used?
  3. Each time I log in, I notice that the modules set on the home page get smaller (less long) and I have to manually pull them down again (or change the number of columns) but if I forget to do that, they eventually just show a header and I cannot see the data any more. How can I get them to show again (in V14 I change the number of columns to resize them but cannot do that in V15)

Thanks

Hi Chris,

I am looking into this further for you but the response I have from R&D is:

In the Web Employee Portal, we have Framework support to display modules. Customers can create their own views (grid modules) and will be able to add them to the Home page. We developed a few examples like My Approvals, My Tasks with QBEs and customers can develop similar modules.

Thanks Phil,

Do you know if there are any documents regarding how to create these ourselves?

Thanks

Chris

Hi,

 

Updating this post because I have the exact same question : how can I add for instance Customer Center to the Home page ?

I’ve been able to add it form SMART but now using ALLIANCE V15.4 in web mode, I can’t.

 

Thank you

Hi Laurence,

I am not sure what your question actually involves.  The topic was about adding a widget report to the home page but you are asking for Customer Center.  Sorry, they are two different types of objects.

What do you mean by add Customer Center to the Home Page?  A link to open the customer center or some kind of report based on the customer center.  In other words, what are you trying to see?

If you are trying to add a link to it that can be accessed via Favorites, go to customer center so it is on the screen and then click the star to to the left of My Favorites to save the page as a favorite:

It will turn gold/yellow to indicate it is a favorite.

Then when you are back in the home page and click the favorites dropdown, it should be listed there.

 

Otherwise, please describe what you are actually hoping to do?  You will NOT have a ribbon option like in the Astea Browser (smart browser) as different browser technology.

Hope this helps!

Hi Phil,

Yes, sorry I was not clear enough.

The need is to be able to access to Customer Center as soon as the user logs in to Alliance.

So I’ve imagined some options and one is to add a link to Customer Center in the Home Page (which I can’t do)

 

Any tips ?

Thank you

Hi Laurence,

The Astea Browser was a custom browser application where you could defined the landing page when you first open the Astea Browser.  Sorry, this functionality was not migrated to the Web Employee Portal.

The closest you can do is what I described above which is to create a favorite link (each user) so they can jump to the Customer Center.

Otherwise, creating a link on the Home Page itself would be a customization but in actually does not provide any different functionality than the link to favorite already mentioned in my response above with the exception perhaps of one less click.  Automatically, no… functionality does not exist that I am aware.

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