Client Portal Dashboard

Client Portal > Client Portal Dashboard

The Client Portal Dashboard help customers manage their activities in the Vorex™ system. Dashlets include:

• My To Do List - A place to set reminders. For example: check on certification for site install. Enter text, then click the calendar and set the date, or simply enter the word tomorrow.
• My Notes - A quick summary of thoughts or ideas that you don’t want to forget during the day.
• News - Company news.

Removing My To-Do List Items

The user can remove items in the My To-Do List by clicking the red X in the Already Done tab and clicking on the red X. The user can reset the My To-Do List by clicking the yellow arrow, if an item was completed by mistake.

Deleting

The user can simply erase My Notes by highlighting the words and selecting delete on the keyboard.