Dashboard

Dashboard

Dashboard overview
Once you log in to Reedge the first thing you are going to see is the Dashboard.  The Dashboard display date range will always show the data from the cu...
Tue, 8 Nov, 2022 at 1:31 PM
The Searchbar
In the top of your screen you will find the Searchbar. Through the searchbar you are able to search for existing Customer and Partner files. You can...
Tue, 8 Nov, 2022 at 2:16 PM
Notifications
Directly next to the Search bar you will find the Notifications (bell) icon. You will receive notifications when: Someone has sent you a message throu...
Mon, 13 Sep, 2021 at 10:37 AM
KPI Widgets
The KPI Widgets on the Dashboard represent Company-wide information. Each widgets can be opened in order to get more informations about the files in questi...
Tue, 8 Nov, 2022 at 2:48 PM
How to Change your Dashboard view
In the Reedge Dashboard, there are 8 widgets/ boxes. These can be re-arranged based on your preferences.  1. Top left corner, click the small square ico...
Thu, 4 Nov, 2021 at 3:22 PM
Quick Edit Link for Quotes and Orders
If you want to use the new Quick Link feature simply go to your Dashboard.  Click Orders or Quotes.  A page with an overview of your assignm...
Thu, 4 Nov, 2021 at 4:02 PM