Default Page Settings

Default Page Settings Management

The Default Page Settings serve as the primary configuration hub for personalizing a user's post-login experience and daily workflow layout. Managed via a dedicated modal, these settings allow users to define their landing page, pre-select specific tabs within customer profiles, and customize how tasks and missions are filtered or visualized in lists and calendars. By storing individual preferences—such as default sort orders and the ability to open projects in new browser tabs—the system ensures that each team member's interface is optimized for their specific role and frequency of use.

How to Load This Module?

Follow these 3 simple steps to open the configuration module:

Open Settings: Click on your Profile Image in the top right corner and select the Settings (gear icon) button.
Navigate to Biz1 Settings: In the sidebar menu, click on the Biz1 Settings dropdown.
Select Default Page: Click on Default page from the list. This will open the Default page setup modal where you can configure your landing page and mission preferences.

Default Page Setting: Automatic Redirect

The Default Page setting is used to control exactly which screen a user sees immediately after they log in. Instead of manually navigating to your most-used module, the system "auto-opens" your chosen page for a faster workflow.

- How it Works

Selection: You can choose a specific module from the "Default Page" dropdown menu (e.g., Customers, Dashboard, Project, or Missions).
Automatic Trigger: When you sign into the platform, the system reads this preference and automatically redirects you to that specific page.
Customizable per User: Each team member can have their own unique landing page based on their specific job role (e.g., a manager might set the Dashboard, while a sales agent sets Customers).

Default Tab for Customers: Quick Access

The Default Tab for Customers setting determines which specific section (tab) is shown first when you open an individual customer's profile. Instead of always landing on the "Customers" page, the system automatically triggers the tab you use most frequently.

- How it Works

Selection: You choose a preferred tab from the dropdown menu (e.g., Chat, Working time, Mission, or Invoices).
Automatic Opening: Every time you open any single customer profile, the system will immediately display your selected tab instead of the default layout.
User-Specific: This is a personal setting, allowing different team members to have different default views based on their tasks.

Profit Area Toggle: Profile Tab View

The Profit area customer setting directly determines whether financial analytics are displayed at the top of a single customer's Profile tab.

- Setting: Checkbox [ON]

In the Profile Tab: A large Profit Analysis dashboard automatically appears.
Displayed Data: You will see a detailed breakdown of Total Receipts, Invoices, Total Revenue, and Missions.
Financial Oversight: Includes the Obligo section and payment status tables (e.g., "Left to Pay") to track the customer's financial health.

- Setting: Checkbox [OFF]

In the Profile Tab: The entire Profit Analysis section (red-circled area) is completely hidden.
Displayed Data: The profile only shows standard customer information and basic details.
Clean Interface: The view is simplified for team members who do not need to see sensitive financial totals while working in the customer's profile.

Default Mission Tab: Filter Toggle

The Default Mission Tab setting determines which status filter is automatically active when you open the Mission section of a single customer profile.

- Setting: Checkbox [All]

Effect: When you click on a specific customer (like "nidhi") and navigate to their Mission tab, the "All" filter is pre-selected.
View: You will immediately see every mission associated with that customer, regardless of whether they are finished or pending.

- Setting: Checkbox [Not done]

Effect: Opening the customer's mission tab will automatically trigger the "Not done" menu.
View: The list will only display active, incomplete missions. This is useful for focusing strictly on current tasks that require immediate attention.

Default Order : Settings

The Default Order setting allows you to pre-select a specific business category (such as a delivery service or branch) so that the Orders module opens to that exact view automatically.

How to Use It

Access Orders: Click the Cart Icon on the far-left sidebar to open the main Orders interface.
Select Category: In the Default Order dropdown within your settings, choose a specific group, such as "lapin oz".
Automatic View: When you next open the Orders module, the system will bypass the general list and automatically display the calendar and tasks for "lapin oz" by default.

Why Use This?

Efficiency: Saves time by removing the need to manually filter for your primary work group every time you open the module.

Consistency: Ensures that team members who manage specific accounts (like Swiggy, Zomato, or a local branch) always land on the relevant data.

Open Client\Project Setting :

This setting controls how the system handles navigation when you click on a project link located within a customer's profile.

When Checked [ON]

- Action: Clicking a project name (e.g., "Project") from the customer's profile list will trigger a new browser tab.

- Result: You can view the specific project details (identified by its unique index ID in the URL) while keeping the original customer profile open in your first tab.

When Unchecked [OFF]

- Action: Clicking the project name opens the link in the same browser window.

- Result: The current page is replaced by the project view.

Default Mission: Settings & Access Points

The Default Mission checkboxes in your settings control how tasks are visualized and integrated across your workspace. These settings primarily affect the Missions module and the system Calendar.

1. Show All Project Missions

Effect:

Checked [ON]: Displays every task related to a project, providing a full overview of all connected work.
Unchecked [OFF]: Filters the view to show only specific missions you are currently viewing, hiding broader project tasks.

- Access Point: Click on Projects in the top navigation menu to view your high-level project management board.

2. Split by Status

Effect:

Checked [ON]: Automatically organizes your mission list into columns or groups based on their stage (e.g., New, In Progress, Done).
Unchecked [OFF]: Displays all missions in a single, continuous list format without status-based separation.

- Access Point: Click the MISSIONS icon (checklist symbol) on the far-left sidebar.

3. Show Mission in Calendar

Effect:

Checked [ON]: Your missions will automatically appear as visual events on your calendar dates.
Unchecked [OFF]: Missions remain visible only in the Missions/Customer modules and will not sync to the calendar layout.
Access Point: Click the CALENDAR icon (calendar symbol) directly below the Missions icon on the left sidebar.

Default Page Settings