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Vineyardsoft is pleased to announce a new form of Alert Message Delivery – “Dashboard Alerts”. Using dynamically-created web (HTML) pages, executives, managers, and their staff can get an immediate snapshot of critical business conditions by referring to one or more KnowledgeSync Dashboards, showing such information as overdue sales opportunities, hot new leads, outstanding support tickets, or any other information that an organization considers critical to its success.  

Dashboard Alerts can be deployed as stand-alone windows that provide snapshots of information within all of an organizations front-office and back-office software applications, or the Dashboards can themselves be embedded within other applications – such as within Sage Software’s SalesLogix CRM application – and provide users with windows into various aspects of their business activities. Using auto-updating technology, the Dashboard Alerts will automatically refresh their displays with new or changed business data, and users can extend the Dashboard’s capabilities by providing drill down functionality to detailed analytical reports as well as direct links to add or update the corresponding database records.

Dashboard Alerts are automatically included in KnowledgeSync starting with version 7.5, and the Dashboard technology is available to all existing KnowledgeSync clients who are current in their KnowledgeSync Maintenance and Support contract.  

Click here to view sample output

Click here for a sample of Integrated Dashboards pulling opportunities from the CRM System with corresponding balance information from the ERP system.

Click here for the Dashboards Documentation.

Vineyardsoft will post supporting documentation on how to configure the Dashboard in our documentation section of our web site shortly.

For more details on Dashboard Alerts in KnowledgeSync, please contact Don Farber at farber@vineyardsoft.com.

"All parties involved know exactly what is going on with each client the moment an activity takes place. KnowledgeSync makes our job easier and it makes us look great."

Luisa Alejandra Shah
Gibraltar Bank

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