Default Page Settings

⚙️ Default Page Settings
 

User Experience, Navigation & Mission Control Engine

 

1️⃣ What Are Default Page Settings?
 

Default Page Settings define how the system behaves the moment a user logs in and navigates.
 

This module controls:
 

  • Which page opens after login

  • Which customer tab opens first

  • How missions are displayed

  • How profit data is shown

  • Whether links open in new tabs

  • How tasks appear in calendar and lists
     

In short:
 

This is the personalization brain of the system UI.


2️⃣ Why This Module Exists
 

Different users work differently.
 

Example:
 

  • Sales users → want Customers page

  • Finance users → want Payments

  • Project managers → want Missions

  • Business owners → want Dashboard
     

Default Page Settings let each user start exactly where they work best, without changing system-wide behavior.
 


3️⃣ DEFAULT PAGE (After Login)
 

What it does
 

This setting defines which page opens immediately after login.
 

Why it matters
 

  • Saves time

  • Improves productivity

  • Removes unnecessary clicks
     

What changes in the system
 

After login:
 

  • System reads this value

  • Redirects user automatically

  • If empty → falls back to Customers page
     

Real-world example
 

A project manager logs in → goes straight to Missions
A finance user logs in → goes straight to Payments

 

 


4️⃣ DEFAULT ORDER
 

What it does
 

Defines a pre-selected order when opening order-related screens.
 

Why it matters
 

  • Useful for repetitive workflows

  • Reduces form filling

  • Prevents wrong order selection
     

Where it’s used
 

  • Order forms

  • Invoice creation

  • Payment screens
     

If no order is selected → system behaves normally.
 


5️⃣ DEFAULT TAB FOR CUSTOMERS
 

What it does
 

Controls which tab opens first when a customer profile is opened.
 

Examples:
 

  • Profile

  • Missions

  • Payments

  • Files

  • Invoices

  • Orders
     

Why it matters
 

Different roles need different data first.
 

What happens internally
 

  • Page loads

  • System auto-clicks selected tab

  • User sees that tab immediately
     

Smart behavior
 

If selected tab is unavailable (no permission/module):
 

  • System falls back to Profile tab
     


6️⃣ OPEN CLIENT / PROJECT IN NEW TAB
 

What it does
 

Controls browser behavior when clicking customer or project links.
 

OFF (default)
 

  • Opens in the same tab

  • Classic navigation behavior
     

ON
 

  • Opens customer/project in a new browser tab

  • Keeps original page intact
     

Why users love this
 

  • Multitasking

  • Comparing customers

  • Keeping lists open
     


7️⃣ PROFIT AREA CUSTOMER
 

What it does
 

Enables profit analysis inside customer profile.
 

What becomes visible
 

  • Paid vs unpaid orders

  • Paid vs unpaid invoices

  • Total revenue

  • Outstanding balances

  • Profit charts
     

Important conditions
 

This only works if:
 

  • Setting is enabled

  • User has see_profit permission
     

Otherwise:
 

  • Profit area stays hidden
     

Why this is powerful
 

Turns CRM into business intelligence, not just data storage.
 


8️⃣ SHOW ALL PROJECT MISSIONS
 

What it does
 

Controls mission visibility scope.
 

OFF
 

  • Only missions from current project are shown
     

ON
 

  • Missions from all projects appear together
     

Best for
 

  • Managers

  • Team leads

  • Cross-project oversight
     


9️⃣ SPLIT BY STATUS
 

What it does
 

Controls how missions are visually grouped.
 

OFF
 

  • Flat chronological list
     

ON
 

  • Missions grouped by status:
     

    • Pending

    • In Progress

    • Completed

    • Cancelled
       

Why it helps
 

  • Faster scanning

  • Clear priorities

  • Better workload visibility
     


1️⃣0️⃣ SHOW MISSION IN CALENDAR

What it does
 

Controls whether missions appear in the calendar view.
 

ON (default)
 

  • Missions appear as calendar events

  • Color-coded by status

  • Clickable
     

OFF
 

  • Calendar shows only meetings/events

  • Missions stay in list view only
     

Ideal for
 

  • Time-based planning

  • Deadline tracking

  • Scheduling workflows
     


1️⃣1️⃣ DEFAULT MISSION TAB
 

What it does
 

Defines which mission filter is active by default.
 

Options
 

  • Not Done → Only incomplete missions

  • All → Every mission, regardless of status
     

Why it matters
 

  • Focus vs overview

  • Personal productivity preference
     


1️⃣2️⃣ SAVE & NEXT BUTTONS
 

Save
 

  • Saves all preferences

  • Shows confirmation
     


1️⃣3️⃣ Where These Settings Are Stored
 

All values are saved in:
 

  • user_detail table
     

Each user has their own configuration.
 

No global overrides.
No system-wide disruption.
 


1️⃣4️⃣ What Pages Use These Settings
 

These settings directly affect:
 

  • Login flow

  • Dashboard

  • Customer profile

  • Mission pages

  • Calendar

  • Project pages

  • Payment & profit dashboards
     

This is a core UX controller, not a cosmetic setting.
 


1️⃣5️⃣ What Happens If Settings Are Missing?
 

The system is safe by design.
 

Fallbacks:
 

  • Default page → Customers

  • Default tab → Profile

  • Missions → Not done

  • Calendar → Enabled
     

No crashes.
No broken navigation.
 


✅ Final Conceptual Summary
 

Default Page Settings are:
 

  • A personal navigation engine

  • A workflow accelerator

  • A role-based UX controller

  • A mission visibility manager

  • A profit intelligence toggle
     

They don’t change data —
They change how fast and comfortably users work.
 


One-Line Definition
 

Default Page Settings personalize how each user enters, navigates, and experiences the system—from login to missions to profit insights.

 

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