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The StorMan Dashboard (#DBDABT01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151009 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a

What is the Storman Dashboard?

The Storman Dashboard (shown below) is the centralised screen from which you can access all common features & functions of the program, plus view important statistics about your business. It features a panel-based layout, which contains areas such as the Calendar, Messages section, Customers section, Access Control Log and a series of quick-access icons at the top right (which can be customised). Click for more information.

The StorMan Dashboard

The Storman Dashboard main view is a list of your customers/units at your facility (listed by unit number).

The Customers section on the Storman Dashboard contains a list of all Berths / Units / Vaults, as well as any associated Customer information for rented Berths / Units / Vaults - such as the Customer's name, Agreement number and paid-to date. In addition, this list also shows any active sales enquiries and reservations. Active Other Credit Sales are also shown; to show Ad-Hoc credit sales here too, enable the option under System Setup.

The search box at the top of the Customers section allows you to search for any of the aforementioned data in a search-as-you-type style fashion. The refresh icon can be used to clear the search box & its results.

The list also includes toggles at the top, to sort by Berth / Unit / Vault number, Customer name, Agreement number, paid to date or status. If you use a supported Access Control System with Storman, the Customers Section is split in half vertically - with the bottom portion showing a Gate Log section.

The upper-right portion of the Customers section appears behind the Dashboard's Floating Window.

Questions

Why I don't have a Storman Dashboard?

The dashboard may have been disabled via the System Setup preferences (more on this screen: #SYSSETTAB1001).

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