Summary Panels

The Summary Panels are located below the Search Dashboard, and contain information about your due and overdue tasks, events, actions and messages.

The display, positioning and, in some cases, content of Summary Panels can be customised by each CommTrak user, to better suit the needs of their role. For example, non-sales staff may wish to hide the Expiring Contracts panel. See the section, Summary Panel Features in this article, for further details.

The above image shows an example of some of the Summary Panels; the layout can be customised as detailed in the Summary Panel Features and Summary Panel Settings sections.

The available Summary Panels are:

Expiring Contracts

A summary of Contracts that are due to expire within a specified period.
The summary information columns are:
  • Company Name - the name of the company to which the Contract pertains
  • Name - the Contract name
  • Date - the date of the Contract expiry
  • Details - the first characters (approximately 35–40) of the Contract details
The expiry period is visible in the header section of the Expiring Contracts summary panel, and can be modified by clicking the specified expiry period (for example, 30 days). When clicked, a drop-down list is displayed, and a different period can be selected (30 - 180 days).

Casual contracts are not displayed in the Expiring Contracts summary panel. Casual contracts can be viewed in the Customers Report.

Unconfirmed Contracts

The current staff member's unconfirmed contracts.

For more information about the Unconfirmed Contracts panel, please refer to the Unconfirmed Contracts section in the Contracts Screen article.

Messages

A summary of CallTrak messages for the currently logged-in user. 
The summary information columns are:
  • Company Name - the name of the company to which the message pertains
  • Time/Date - the time and date that the message was created
  • Details - the first characters (approximately 35–40) of the CallTrak message
Clicking the snooze (clock) icon for a CallTrak message presents the Snooze reminder pop-up window. Selecting an item from the Snooze For dropdown list, and clicking Save, will remove the message from the summary panel until the specified snooze period has elapsed.
Clicking the dismiss (X) icon for a CallTrak message will remove the message from the Messages summary panel.

Dismissing a CallTrak message does not delete it from CommTrak; the note will still be accessible in the company’s Notes section, and the Call Tracking Report.

CallBacks

A summary of CallBacks that are due or overdue for the currently logged-in user. 
The summary information columns are:
  • Company Name - the name of the company to which the CallBack pertains
  • Time/Date - the time and date upon which the CallBack is due
  • Details - the first 30 characters of the CallBack message

Only CallBacks that are due or overdue are displayed in the CallBack summary panel.

Clicking the snooze (clock) icon for a CallBack message presents the Snooze reminder pop-up window. Selecting an item from the Snooze For dropdown list, and clicking Save, will remove the CallBack from the summary panel until the specified snooze period has elapsed.
Clicking the dismiss (X) icon for a CallBack message will dismiss the message from the CallBacks summary panel, and mark the CallBack as being completed. There will be no further reminders for this CallBack instance.

Workflow Tasks

A summary of Workflow tasks that are due or overdue for the currently logged-in user. 
The summary information columns are:
  • Case - the Workflow case ID
  • Company Name - the name of the company to which the Workflow task pertains
  • Details - the Workflow task description
Clicking a Workflow task displays the Workflow Case screen.

Active Tickets

A summary of active Tickets that are allocated to the currently logged-in user, or to a department of which the user is a member. 
The summary information columns are:
  • Ticket - the Ticket ID
  • Company Name - the name of the company to which the Ticket pertains
  • Priority - the priority of the Ticket
  • SLA - an icon indicating that there is an SLA for the customer to which this Ticket pertains
  • Deadline - the specified deadline for this Ticket (if any)
Clicking a Ticket item opens the Ticket in a separate browser window or tab.

Open Jobs

A summary of booked Jobs allocated to the currently logged-in user. 
The summary information columns are:
  • Job ID
  • Company Name - the name of the company to which the Job pertains
  • Booked - Date and time for which the Job is booked
  • Time - the duration allocated to the Job
  • Job Type
Clicking a Job item displays the Job Screen.

Active Leads

A summary of Leads allocated to the currently logged-in user, together with a chart displaying the Sales Targets for this user.
The summary information columns are:
  • Lead - the Lead ID
  • Company Name - the name of the company to which the Lead pertains
  • Follow-Up - the date of the next follow-up for this Lead
  • Forecast - the date the Lead is forecast to be closed
  • Customer - identifies if the Lead is a customer

If either the Follow-Up or Forecast date is exceeded, the row for that Lead will be highlighted by displaying the text in red.

Clicking a Lead item displays the Leads Screen. 

Sales Appointments to Attend

A summary of appointments created in the Telesales module that are due and overdue for the currently logged-in user.
The summary information columns are:
  • Summary - summary information about this appointment - typically the company with which the appointment has been made
  • Time - the date and time of the appointment
  • Description - the description of the appointment
Clicking the Acknowledge appointment attendance icon (X) for an appointment removes the item from the summary list, and is recorded as the user’s acknowledgement of the appointment.

Acknowledging an item removes it from the summary list, but does not delete the calendar event for the appointment; it is purely an acknowledgement of the appointment.

The Sales Appointments to Attend panel can be removed for all CommTrak users, by using the global setting: Settings > Telesales Settings > Miscellaneous > Force acknowledgement of attendance for each Teleappointer generated calendar appointment, thus obviating the need for acknowledgement of appointments.

To-Do Items

A summary of incomplete To-Do items that have been assigned to the currently logged-in user.
The summary information columns are:
  • To-Do - the To-Do ID
  • Description - a description of the item
  • Company Name - the company with which the To-Do item is associated (if any)
  • Due Date - the date upon which the item is due to be completed
  • Priority - the item’s priority
Clicking a To-Do item opens the item in a separate browser window.

Open Projects

A summary of open Projects for which the currently logged-in user is assigned as the Project Manager.

The summary information columns are:
  • ID - the Project ID
  • Company Name - the company to which the Project is assigned
  • Project Name - the name of the Project
  • Due - the date upon which the Project is due to be completed
  • Progress - a bar chart indicating current progress of the Project (percentage, and number of tasks completed/incomplete)

Incoming Documents

A summary of documents forwarded to CommTrak that have not yet been allocated.

The summary information columns are:
  • Document Title - the name of the document
  • Date Added - the date upon which the document was sent to CommTrak
  • Staff - the name of the staff member who sent the document

Events

A summary of today’s Calendar events for the currently logged-in user.
The summary information columns are:
  • Summary - a brief summary/title of the event
  • Time - the start and end time of the event
  • Description - a description of the event
Clicking an event will display the Calendar, and a pop-out window where the selected event details are displayed.

In / Out Of Office

This panel can be used to identify which CommTrak users are in or out of the office.

Each CommTrak user’s name is displayed in the list, followed by either In or Out. Selecting a user’s name, and pressing the Toggle button will change the status of the selected user.

The status of the users, as specified in the In / Out Of Office panel, is reflected in the list of users presented in the Call Tracking feature, and aids in identifying which users are available to accept incoming calls.

Incomplete Timesheets

A summary of incomplete Timesheets for the currently logged-in user.

The summary information columns are:
  • Staff - name of user to whom the Timesheet is allocated
  • Date - date of the Timesheet
  • Completed - percentage of the Timesheet that has been completed

The Incomplete Timesheets panel is only displayed for the user if the Timesheets Enabled option is selected in User Settings.

News

The News Summary Panel displays active news items:

If the news banner has previously been dismissed, it can be reactivated by pressing the Reactivate button (visible in the previous image).

Summary Panel Features

The Summary Panels share some common features, as detailed below:

Show / Hide

Clicking the Show / Hide (arrow) icon, located rightmost on each panel heading, toggles between displaying and hiding (collapsing) the panel.

Move

Clicking and dragging the Move (compass points) icon enables the user to position the panel in a convenient location, in relation to the other Summary Panels.

All Staff / Show All

Where applicable, and when the currently logged-in user has appropriate permissions, clicking the All Staff or Show All links, located towards the top-right of a panel, will update the Summary Panel to display entries for all staff, or all relevant entries, rather than entries for only the currently logged-in user.
The All Staff and Show All links are toggles; when active, a tick icon is displayed next to the link. Clicking the link again removes the tick icon, and the panel reverts to displaying only items relevant to the currently logged-in user.

Number of Items to Display

The following Summary Panels provide the option to change the number of items that are displayed in the summary list:
  • CallBacks
  • Workflow Tasks
  • Open Jobs
  • Active Leads
  • Sales Appointments To Attend
The Number of Items to Display option is presented as a drop-down list at the bottom-right of the panels listed above. The number of items listed can be changed to: 10, 20, 30, 40, 50 or 100. The summary list will update automatically when the required option is clicked in the drop-down list

Sort Columns

Where appropriate, columns in Summary Panels can be sorted alphanumerically by clicking the white up or down arrows in the column header:

Clicking the up arrow sorts alphabetically a-z (or numerically lowest to highest), and clicking the down arrow sorts in reverse. Only one column sort is active in each panel at any time (e.g. you cannot sort by both Case number and Company Name).

Summary Panel Settings

To access the Summary Panel options, click the Settings link, rightmost in the Summaries section header on the CommTrak Home Screen:

The Edit Summary Settings pop-out window is displayed:

Drag items from the Visible Summaries list, into the Hidden Summaries list, to hide them on the home screen.

The position of panels in the Summaries area cannot be modified in the Edit Summary Settings window; to change the position of panels, reposition them by dragging-and-dropping using the Move (compass points) icon when viewing the panels on the home screen.

Hidden Summaries are accessible in the Other Summaries panel, which is displayed greyed and collapsed, bottom-right in the Summaries section:

Clicking the Show / Hide (arrow) icon, in the greyed Other Summaries panel-heading, displays all the hidden summaries below the Other Summaries heading:

Panels in the expanded Other Summaries area are initially displayed greyed and collapsed; clicking the Show / Hide icon for a panel displays the details.

Click the Show / Hide icon in the Other Summaries panel-heading to hide the panels again. Refreshing the home screen also hides the panels in the Other Summaries area.

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