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Use the Home page

The Home page is the first page you see after you sign in. It shows what is waiting for you: work that needs attention, the actions assigned to you, shortcuts to create something and the orders you opened last.

The Home page with Needs attention, Assigned to you, Create and Recently opened

See what needs attention​

Needs attention counts work in your environment that is waiting for someone. Click a number to open the list behind it, filtered to exactly those items.

RowWhat it countsWhat to do in the list
Requests waitingQuote requests that nobody answered yetOpen a request and turn it into a quote or an order. See Requests
Export failuresOrders that could not be passed on to another system, for example your ERPAdd the Export message column with the Table editor to read what went wrong
Quotes expiring / expiredQuotes that expire within 7 days or have expiredCall the customer or set a new Valid until date
Products in no categoryProducts that are in no categoryTick the products and click Move to category. See Products

A row only shows when there is something to count. When everything is clear, the section says "Nothing needs attention right now."

The counts follow Only mine. If you switched it on in a list, the Home page counts only the companies you picked under My companies. See Work with lists.

Pick up your actions​

Assigned to you shows up to five actions from the Action Hub that are assigned to you and are open or in progress. The total stands next to the title. Each row shows the action, its status and how old it is.

Click Action Hub to see all of them and to work on one. See Action Hub.

The list stays empty when no workflow in your environment creates actions.

Create something​

Create has the same shortcuts as New in the top bar, for example for an order, a quote or a company. You only see the ones your roles allow.

Go back to an order​

Recently opened lists the orders you opened last, each with its number, total, status and date. Click one to open it again.

The list shows five orders. Click Show N more for the rest, up to ten. It is kept per environment with your account, so it stays after you sign out and on another computer. Click Orders for the full list.