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Category:Dashboard

1,176 bytes added, 15:57, 12 September 2022
==Interactive Front Desk==
===Change or add Information to bookings===
For the components "Arrivals", "Departures" and "Current Guests", "Modified Bookings", "Latest Bookings" you can add "CQeditable" custom question columns. These columns show the questions which are activated in {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING QUESTIONS and are editable. If you view one property the column heading will show the name of the custom question. If you select a group or all properties only the custom question number can show because the custom questions could be different in each property.
=== Check guests in and check guests out ===
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
 
 
In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.
==Analytics and Information==
*'''Housekeeping'''
You can change the status and add a note if required. The changes you make in this components will reflect in the CALENDAR. The default statuses can be changed in {{#fas:cog}} (SETTINGS->) ACCOUNT->PREFERENCES under "Unit Status Presets".
The Housekeeping component "Units" shows you a list of your units. The status of the units is unrelated to bookings.
*'''Notes'''
An editable notes filed field which allows also to add HTML. You can also use it to embed information from other systems via an Iframe.Some ideas on what to use this option for:*Google doc, sheet or form*calendar*information from the tourist office*weather
<span style="color:#007bff;“ >{{#far:question-circle}} </span> The display of many components on one dashboard can affect the performance. Consider using multiple dashboards instead.
 
=== External content ===
You can use the "Notes" module on the Dashboard to integrate content from an external system (ie. task management, calendars, weather forecast) via an iFrame.
 
*Click on "Edit"
*Click on "Source"
*Add the iframe in following format replacing the "https://myURL.com" with the URL of the page you want to embed:
 
<code><iframe frameborder="0" height="500" src="https://myURL.com" style="width: 100%;" scrolling="no" ></iframe></code>
 
*If required also adjust the "height" value.
=== Arrange content ===
Cookies are used to remember which dashboard was last viewed on a device.
= Troubleshooting =
If you are using "Private Mode" on your browser locking and unlocking the screen might now wordwork. ==Notes Module - unable to 'edit'.== Check you have the Notes Module only once. *Multiple same note widgets on the same dashboard are not supported.
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