View Categories

Dashboard

The Disciple Tools dashboard is the homepage. It displays a summary of useful information that will help the user see where they are at with their active contacts. The dashboard is activated with a plugin. If not currently one of the tabs at the top of the page activate the dashboard plugin.


Active Contacts Tile #

The number of your active contacts is displayed in the circle. There are also buttons to Add a contact and View Contact List.

Update Needed Tile #

When you have some contacts that have not been updated for a while, the system will alert you of this and list those contacts in this tile. By clicking on the name of the contact, you can go to their contact record and make an entry to update them.

Pending Contacts Tiles #

If you have one or more pending contacts that need to be accepted, then these will be listed here. Next to each contact will be the option to Accept or Decline.

Contact Workload Tile #

As it says, “Choose an option to let the dispatcher(s) know if you are ready for new contacts”. There are three options.

  1. Accepting new contacts – You are happy to get offered more contacts to follow up with.
  2. I’m only investing in existing contacts – You are not wanting new contacts because you already have enough.
  3. I have too many contacts – You have too many contacts already so you won’t be offered more.

Set travel or dates unavailable #

At the bottom of the tile is a link to Set travel or dates unavailable. Clicking here will take you to the area in your Settings > Availability where you can set and adjust your availability information.

Faith Milestones Totals Tile #

This dashboard tile displays counts for all the faith milestones for your active contacts.

Seeker Path Progress Tile #

A curved graph showing how many of your active contacts are at what stage along the seeker path.

Personal Benchmarks Tile #

In this tile you will see 3 bar graphs comparing the past few weeks with previous weeks.

  • Contacts Assigned – How many new contacts were assigned to you in that date range.
  • First Meetings – How many first meetings happened in that date range.
  • Faith Milestones – How many Faith Milestones happened in the date range.

Tasks #

A list of work items assigned to the user.

Tile Options #

Tiles may be repositioned using by clicking on the 3 dots at the base of each tile. The page will remain as compact as possible with the tile order chosen. In addition tiles may be turned off as desired so only pertinent information is displayed. Warning: Once removed by this method, tiles cannot be redisplayed. Instead, they may be shown or hidden as desired through the back end.

How to access:

  1. Access the admin backend by clicking on the gear on the top right and then click Admin.
  2. In the left hand column, select Extensions (DT).
  3. Click the tab titled Dashboard.