At-A-Glance Tab Updates

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At-A-Glance Tab Updates
May 2, 2016, by John Amato

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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!

17 Responses:

NallGearheard, May 4, 2016:

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, May 5, 2016:

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

NallGearheard, May 6, 2016:

Thanks, looks great!

tyneal renee, May 9, 2016:

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, May 9, 2016:

Never-mind

I found where it is now....

Sabeli Villas.c.b. - E30811939, May 11, 2016:

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, May 11, 2016:

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, May 13, 2016:

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, May 14, 2016:

Ok. We're looking into it...

John Amato, May 15, 2016:

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, May 26, 2016:

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, May 31, 2016:

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, May 31, 2016:

Will do John. Thanks!

BryonPyle, July 19, 2016:

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, July 19, 2016:

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, March 29, 2017:

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, April 27, 2017:

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

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