At-A-Glance Tab Updates

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At-A-Glance Tab Updates

Topic: At-A-Glance Tab Updates

John Amato
Joined: Jan 30, 2009
Topics: 133 Replies: 831

Posted by John Amato on May 2, 2016 06:04 PM:

If you haven't noticed yet, there are some new changes to your Dashboard >> At-A-Glance tab. The first thing we did (and this was a while ago) was we made that page "responsive", so that it has a more useful appearance on small screens (phones).

This tab started out with just a few boxes, but has grown a lot over the years. And recently, we've received a lot of feedback that it is "busy", overwhelming, and difficult to zero-in on the data you need to see.

So the recent changes are an effort to alleviate that. Here's what's new:

1) You can turn off boxes that you don't care about or aren't using.

2) You can change the colors of the title bars, to help your eye be drawn to the data you are looking for.

3) You can also re-arrange the positions of the boxes.

What are your thoughts? As always, we welcome all (constructive) feedback.

Thanks!

NallGearheard
Joined: Oct 14, 2014
Topics: 0 Replies: 7

Posted by NallGearheard on May 4, 2016 06:18 AM:

Thanks for the changes. The ability to customize the page makes a great product even better. Is it possible to add the due date in the "Payments Due" box as you have done in the "Payments Received" box? Property/Guest, Date Due, Amount Due

John Amato
Joined: Jan 30, 2009
Topics: 133 Replies: 831

Posted by John Amato on May 5, 2016 08:12 AM:

Yes it is possible, and thank you for the suggestion Earl. Look for it soon (we are hopeful for tomorrow (Fri) morning).

NallGearheard
Joined: Oct 14, 2014
Topics: 0 Replies: 7

Posted by NallGearheard on May 6, 2016 04:34 AM:

Thanks, looks great!

tyneal renee
Joined: Feb 19, 2016
Topics: 0 Replies: 3

Posted by tyneal renee on May 9, 2016 11:18 AM:

I dont see the option to filter by date or property anymore. Has that been taken out with with the new changes? Thanks!

tyneal renee
Joined: Feb 19, 2016
Topics: 0 Replies: 3

Posted by tyneal renee on May 9, 2016 11:19 AM:

Never-mind

I found where it is now....

Sabeli Villas.c.b. - E30811939
Joined: Dec 28, 2013
Topics: 15 Replies: 47

Posted by Sabeli Villas.c.b. - E30811939 on May 11, 2016 07:00 PM:

Clean/Inspect - previously i could select a date range to identify required forthcoming property cleans. However this doesn't seem to be possible now. Not sure what "Received " means or is supposed to do but its not working for me. I'm selecting dates but no properties are generated, but should be.

John Amato
Joined: Jan 30, 2009
Topics: 133 Replies: 831

Posted by John Amato on May 11, 2016 08:36 PM:

Sabeli Villas - when you selected a date range before, what data came back, exactly? Was it "anticipated" clean/inspects? Or was it clean/inspect activity that had been reported during the selected dates?

Sabeli Villas.c.b. - E30811939
Joined: Dec 28, 2013
Topics: 15 Replies: 47

Posted by Sabeli Villas.c.b. - E30811939 on May 13, 2016 10:01 AM:

The date range gave me the proposed "Check-In's", which in turn gave me their Last Cleaned and Last Inspected. I believe the Clean/Inspect box has been confused with the Payments Received box. "Received Dates" should be Check-In Dates" because nothing is being identified.

John Amato
Joined: Jan 30, 2009
Topics: 133 Replies: 831

Posted by John Amato on May 14, 2016 07:22 PM:

Ok. We're looking into it...

John Amato
Joined: Jan 30, 2009
Topics: 133 Replies: 831

Posted by John Amato on May 15, 2016 03:46 PM:

It would seem that the filter/config for the Clean/Inspect box should present the option for Arrival Dates instead of Received dates. We are going to roll out an update for that tomorrow morning. Please let us know if that rectifies the issue. Thanks.

melissarob
Joined: Mar 3, 2016
Topics: 1 Replies: 2

Posted by melissarob on May 26, 2016 12:50 PM:

Just curoius if there could be a custom box added. So we can call it what we want. For example I have to request keys on my rental agencies website and I am trying to figure out how to track which renters I have schedueled their key service. OR maybe there is a utility that I just dont't know about?
I do appreciate all the changes that were made on the At a Glance page. It has been very helpful in organizing, thank you!

John Amato
Joined: Jan 30, 2009
Topics: 133 Replies: 831

Posted by John Amato on May 31, 2016 08:43 AM:

Hi melissarob - that would have to be a new box we would create, and it's non-trivial. Email me about this and we can explore what options that may help you.

melissarob
Joined: Mar 3, 2016
Topics: 1 Replies: 2

Posted by melissarob on May 31, 2016 08:50 AM:

Will do John. Thanks!

BryonPyle
Joined: May 14, 2013
Topics: 2 Replies: 5

Posted by BryonPyle on Jul 19, 2016 05:20 PM:

Is there a way to create a booking straight from one of the inquiries on the at a glance box? When i click on one of the inquiries i don't see a book now button.

John Amato
Joined: Jan 30, 2009
Topics: 133 Replies: 831

Posted by John Amato on Jul 19, 2016 06:45 PM:

Yes - we inadvertently made those buttons (Create Booking, Create Booking Request) disappear for another glitch fix, but we are correcting it with tomorrow (Wed.) morning's update. Sorry!

Sabeli Villas.c.b. - E30811939
Joined: Dec 28, 2013
Topics: 15 Replies: 47

Posted by Sabeli Villas.c.b. - E30811939 on Mar 29, 2017 01:21 PM:

Hi John, I'm using the Scheduled Notes, to identify my daily cleaning requirements. It would be helpful if you could add a tag "Property" or "Property/Guest". At the moment you have to actually go into the Booking Ref, to see which property it is for. I would suspect this would also be useful for General as well as Housekeeping. Thanks.

mdegab
Joined: Apr 29, 2014
Topics: 5 Replies: 7

Posted by mdegab on Apr 27, 2017 09:39 PM:

At the moment we have to send a PayPal request for payment to get our funds