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COMPUGROUP MEDICAL SE AND CO KGAA SAP

Portal Overview and Structure

Overview

The Dashboard of the CGM PORTAL provides a quick access to common functionalities and documentation links as well as latest news.

Structure

The CGM PORTAL with its Dashboard is structured as follows:

CustomerPortal_Dashboard.png

1

Notifications

Via the notification functionality, you are informed about certain events within the portal, e.g.

  • status of a ticket has changed
  • a new comment has been added
  • etc.

For more information, see articles "Notifications" and "Notification Settings".

2

Profile menu

The Profile menu indicates the name of the user and the role (see also article Displaying your profile).

Here, you can display or change profile-related information and can access relevant profile settings.

See also the following articles

3

Navigation bar

The Navigation bar on the left side provides access to the various menu options.

In general, the following menus are available:

  • DASHBOARD
  • MYORG
  • SUPPORT
  • KNOWLEDGE
  • NEWS

4

Quick Create section

On the Dashboard, the Quick Create section is available

  • at the top on the right side and
  • via the blue-white '+' icon at the top on the left side.

The quick access buttons at the top on the right side are available on the Dashboard only.

CustomerPortal_Dashboard_QuickCreate.png

 

The quick access functionalities on the left side are available via the '+' button. Since the '+' button is part of the menu bar, these quick access buttons are always available, irrespective of where you currently are in the CGM PORTAL.

CustomerPortal_NavBar_QuickCreate.png

 

Depending on the user role, the Quick Create section provides direct access to main functionalities, such as

  • Support Wizard
  • Create Case

5

Slider

The slider displays up to three product-related images which can contain links to an external website to display further information.

6

Latest News

The Latest News section displays personalized News articles depending on your products.

The News articles contain indicator labels to categorize the articles, for example:

  • Important
  • General
  • Announcements
  • Release Notes
  • Support
  • Sales

etc.

The pagination functionality enables you to browse in the pages for previous news directly on the Dashboard. This is available if more than 3 News articles are available.

For more information, see also article News menu.

7

Support Cases

The Support Cases widget provides two case lists "All Cases" and "My Cases" for Admin users which display the last 5 updated cases each for a quick overview.

For normal users only one list containing the "Support Cases" of the logged on user is displayed.

8

Links / Documentation

The reference links provide you with quick links to useful product documentation and other resources. Clicking a link will open the resource in a separate browser tab.

9

CGM Chatbot

The CGM Chatbot helps you to quickly and easily search for information.

Automatic_Recognition_Customer_Product_EN.png

Enter an error code, a search term, or a product.

In addition, it is possible to be redirected to a Support Agent for individual help.

Note: This feature is currently not yet available for all customers.

For more information, see also article CGM Chatbot.

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