Overview

The display mode is a new option added to the Sales dashboard (Orders, Languages and Tasks tabs) that enables the speed of the page to be improved by reducing the amount of live data the system loads when using these pages.

These include information such as whether there are messages or files in the order or the next uncompleted task in the flow.

This mode can be found at the bottom of the Sales dashboard tabs.

Open

Full mode

In full mode , the system default, all columns containing live data will display it.

These include information such as whether there are messages or files in the order or the next uncompleted task in the flow.

Open

Fast mode

In fast mode , none of the columns with live data will show it.

The columns will either default to the “empty” icon (Messages, Order files) or appear empty (Next uncompleted task).

Custom mode

In custom mode , it’s possible to choose which columns should display live data.

By clicking on the custom mode icon, a popup will open where the columns which should display live data can be selected:

Once selected and saved, the columns will update to reflect the selection.

Saving display mode as a page preset

Using the “Settings” button, the selected mode, as well as the selection made within the custom mode, can be saved as either a preset or as the page’s default.

1. Press “Settings” after making your selection

2. Choose a name for the preset

3. (optional) set it as the page default when opening it

4. Save it.

All presets are saved in the “My personalized page settings” dropdown menu (5) and can be applied or modified at any moment.

Saving page settings as a system default for all users (Administrators only)

Users with the Administrator role can apply a default page setting to all users in the system.

1. Press “Settings” after making your selection

2. Choose a name for the preset

3. Set it as the page default when opening it

4. Set it as the new system default page settings.