How To Change Dashboard Using View Function

You may have the need change the Land Records Dashboard fields display to provide additional fields for reference.  In the event the Dashboard display is showing too many fields, you may feel the need to reduce the number of fields being displayed for readability.

The following instructions can be executed to either add additional fields or reduce the number of fields in the Dashboard display based on your level of comfort.

Step 1) Display Dashboard Fields In Land Deals Area

Access the Land Deals area to display the Dashboard Fields to determine specific fields you may want to add or eliminate from the display as shown: 

Step 2) Access The View Function To Display Dashboard Fields

Access the ‘View’ Function to display existing Dashboard fields list for selection order and subsequent display as shown:

Step 3) Display Fields For Selection And DE-Selection

Once access the ‘View’ Function, the system will display the existing fields being displayed; as well as, the fields which are NOT currently being displayed on your Dashboard.

Note: Fields that are selected with a blue check should correspond with fields displayed on your Dashboard as shown: 

Fields Currently Displayed On Dashboard
Fields NOT Currently Displayed On Dashboard

Step 4) Select Any Un-checked Field To Display On Dashboard

Select any specific field for display on your Dashboard that is NOT currently checked!

Example: For illustration we have selected, (checked) the ‘Offer Amount‘ field to be displayed on our Dashboard as shown:

Step 5) Press Blue SAVE Button To Process Field Selection

Press the blue Save button to process the fields that have been either checked or un-checked for display on your Dashboard as shown:

Step 6) System Displays Updated Dashboard Fields

Based on selected or de-selected fields Investment Dominator will now show fields on your Dashboard as shown:

Note: In our example, we selected the ‘Offer Amount’ field to be added to our Dashboard display.

Data Table and Custom Column View

Under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ tabs there is a data table that displays the records under that section. Because of screen space, we do not display all columns of information for each record; instead we only display a small portion of the record data as a preview and to get the complete set of data on that particular record click the ‘Edit‘ option next to the record to open it and access all the fields of information.

How To Change The Default Column View of The Overview Table

To customize what columns of data to display on the data table click the ‘View‘ option at the top of the data table.

Select the columns that you would like to display on the data table and then click the ‘Save‘ button to save the change.

How To Reset The Column View Back To The Default View

To reset the column view back to the original recommended view, click the ‘View‘ option to load the Custom Columns settings then click the ‘Reset To Default‘ button.