Portlets overview

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The dashboards in Practice CS can be populated with a variety of portlets, which provide a snapshot of various pertinent information for your firm, clients, and staff. You can choose which portlets should appear on your dashboards using the Select Portlets dialog, and arrange the layout of the portlets you choose to display.

Portlets may display summaries of data pulled from Practice CS, reports, time entry information, client information, your email and calendar, staff availability, FileCabinet CS documents, and more. Some of these portlets also serve as links to data, reports, or other information.

Note: The data displayed in portlets may be limited by your security permissions. See the help on individual portlets (below) for specifics on how information can be restricted.

What follows is an overview of the different portlets available in Practice CS.

Home Dashboard

Note: All of the portlets available on the Home Dashboard are also available on the other dashboards (Client, Firm, and Staff).

To open the Home Dashboard, choose Home Dashboard from the View menu.

Firm Dashboard

To open the Firm Dashboard, choose Firm Dashboard from the View menu, or click the Dashboard action icon in the Firm navigation pane.

Practice CS data

Other info

Staff Dashboard

To open the Staff Dashboard, choose Staff Dashboard from the View menu, or click the Dashboard action icon in the Staff navigation pane.

Practice CS data

Other info

Client Dashboard

To open the Client Dashboard, choose Client Dashboard from the View menu, or click the Dashboard action icon in the Client navigation pane.

Practice CS data

Other info

Related topics

Resizing and moving portlets

Setting up custom portlets

Adding dashboard views

Saving dashboard layouts

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