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In the Home, Firm, Staff, and Client dashboards you can use the Web Browser portlet to view multiple sources of information in a single dashboard, such as web pages, RSS feeds, and other user-defined items.
For users of Accounting CS in Virtual Office CS or Software as a Service (SaaS) environments
The Web Browser portlet and the Custom portlet features are not available in the Virtual Office CS or Software as a Service (SaaS) environments. As an alternative, you can use the News module on the portal to add web page links and news articles to your portals.
Fields & buttons
Adding a custom portlet
Use the following steps to add a custom portlet.
- Choose View > <Home, Firm, Staff, or Client> Dashboard.
- Add a new view (tab) to the dashboard.
- Click the Select Portlets link on the top-right and mark the box to display the Web Browser portlet.
- On the Web Browser portlet toolbar, click the Add Custom Portlet button.
- Enter a description for the custom portlet.
- Choose the type of portlet: Web Page, RSS Feed, or Firm News Feed.
- For Web Page and RSS Feed, enter the web address that the portlet will display.
- Click Enter to save your changes.
Examples of the Firm News Feed and Dashboard view
When adding a custom portlet of the type Firm News Feed, you can enter text to display and add links to web pages, documents, images or other attachments in the Configuration section.
Example 1: Firm News Feed
The following example is a Firm News Feed called PVM News that was created to inform staff about transitioning from Creative Solutions Accounting to Accounting CS.
Click Done to close the Add Custom Portlet dialog, and then click Add to create another or click Enter to save your changes. When you enable the display of your custom portlet, you can see the news feed items that you have entered as shown in Example 2.
Example 2: Custom portlets in the Home Dashboard
The following example illustrates three custom portlets displayed in the same view on the Home Dashboard.
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