Dashboard Window
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| - | When you open Dashboard, there is a lot of information right in front of you. This information can | + | When you open [[Dashboard]], there is a lot of information right in front of you. This information can |
help you make decisions on what needs to be done, or help you identify problems right when | help you make decisions on what needs to be done, or help you identify problems right when | ||
they happen, instead of finding out hours or days later (or maybe never finding out). | they happen, instead of finding out hours or days later (or maybe never finding out). | ||
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<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | <table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | ||
<tr style="background:#D1BC61;"> | <tr style="background:#D1BC61;"> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Indicator</td> | + | <td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 200px;">Indicator</td> |
<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td> | <td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td> | ||
</tr> | </tr> | ||
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Mercury Messages</td> | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Mercury Messages</td> | ||
<td style="padding: 3px; text-align:left; font-size: 9pt;"> | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | ||
| - | When illuminated, there is at least one Mercury Message in Message Center that requires attention | + | When illuminated, there is at least one Mercury Message in Message Center that requires attention that you have received within the last 30 days. The actual number of messages that require attention is displayed in the small box at the upper right of the button.<br> |
| - | If an order has not been attached within a time specified in the Advanced Settings of Mercury Administration, the envelope icon will pulse from white to red. When the envelope starts pulsing, you should take immediate action, as the | + | If an order has not been attached within a time specified in the Advanced Settings of Mercury Administration, the envelope icon will pulse from white to red. When the envelope starts pulsing, you should take immediate action, as the order has crossed into a threshold where Delayed Response Program rules may apply.<br> |
| - | order has crossed into a threshold where Delayed Response Program rules may apply.<br> | + | |
If you click this button when it is illuminated (regardless of whether it is pulsing), Message Center opens displaying all orders that require attention.</td> | If you click this button when it is illuminated (regardless of whether it is pulsing), Message Center opens displaying all orders that require attention.</td> | ||
</tr> | </tr> | ||
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<tr> | <tr> | ||
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Pickup Orders</td> | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Pickup Orders</td> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one pickup order for today that is either complete or marked as C.O.D. | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one pickup order for today that is either complete or marked as a C.O.D. order. The actual number of pickup orders is displayed in the small box at the upper right of the button.<br> |
If this button is illuminated and you click on it, FTD Mercury displays all orders with pickup type zones for today that have not been marked as delivered.</td> | If this button is illuminated and you click on it, FTD Mercury displays all orders with pickup type zones for today that have not been marked as delivered.</td> | ||
</tr> | </tr> | ||
<tr style="background:#f2ebd8;"> | <tr style="background:#f2ebd8;"> | ||
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Undelivered Orders</td> | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Undelivered Orders</td> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one order scheduled for delivery or pickup for today where the production status is Not Delivered.The actual number of undelivered orders is displayed in the small box at the upper right of the button.<br> | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one order scheduled for delivery or pickup for today where the production status is Not Delivered. The actual number of undelivered orders is displayed in the small box at the upper right of the button.<br> |
If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all undelivered orders for today.</td> | If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all undelivered orders for today.</td> | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Declined Credit Cards</td> | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Declined Credit Cards</td> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one sale or payment that | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one sale or payment that is neither canceled nor voided that has a sale date within the last 30 days. The actual number of sales or payments with declined credit cards is displayed in the small box at |
| - | nor voided that | + | |
the upper right of the button.<br> | the upper right of the button.<br> | ||
If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all declined orders.</td> | If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all declined orders.</td> | ||
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Unauthorized Transactions</td> | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Unauthorized Transactions</td> | ||
<td style="padding: 3px; text-align:left; font-size: 9pt;"> | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | ||
| - | When illuminated, there is at least one sale or payment in your system that has a credit card payment that has been declined or is unauthorized. This includes pending, error, or resent transactions. Sales and payments that are voided or canceled are not included.The actual number of unauthorized transactions is displayed in the small box at the upper right of the button.<br> | + | When illuminated, there is at least one sale or payment in your system that has a credit card payment that has been declined or is unauthorized that has a sale date within the last 30 days. This includes pending, error, or resent transactions. Sales and payments that are voided or canceled are not included.The actual number of unauthorized transactions is displayed in the small box at the upper right of the button.<br> |
If this button is illuminated and you click on it, FTD Mercury opens the Unauthorized Credit Cards window and displays all unauthorized credit card transactions.</td> | If this button is illuminated and you click on it, FTD Mercury opens the Unauthorized Credit Cards window and displays all unauthorized credit card transactions.</td> | ||
</tr> | </tr> | ||
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incomplete Transactions</td> | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incomplete Transactions</td> | ||
<td style="padding: 3px; text-align:left; font-size: 9pt;"> | <td style="padding: 3px; text-align:left; font-size: 9pt;"> | ||
| - | When illuminated, there is at least one transaction in your system ( | + | When illuminated, there is at least one transaction in your system (order, wire order, or payment) that is incomplete that has a delivery date between 30 days ago and two years in the future. Wire out orders can have the following statuses to be considered incomplete (unless the order has been successfully resent): |
*Cancel Pending | *Cancel Pending | ||
*Cancel Confirmed | *Cancel Confirmed | ||
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<tr style="background:#f2ebd8;"> | <tr style="background:#f2ebd8;"> | ||
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Filed Orders</td> | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Filed Orders</td> | ||
| - | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one filed order in your system. The actual number of filed orders is displayed in the small box at the upper right of the button.<br> | + | <td style="padding: 3px; text-align:left; font-size: 9pt;">When illuminated, there is at least one filed order in your system that has a sale date within the last 30 days. The actual number of filed orders is displayed in the small box at the upper right of the button.<br> |
If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all filed orders.</td> | If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all filed orders.</td> | ||
</tr> | </tr> | ||
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The area at the top right of the Dashboard is for Dashboard Gadgets. These are small programs that provide additional functionality to Dashboard and are designed to “snap in” without affecting other areas of Dashboard. By default, Dashboard includes two gadgets: the FTD Sales Stream gadget and the Weather gadget. You can move between gadgets by clicking the arrow buttons above the currently displayed gadget. The default gadget displayed when you open Dashboard is the FTD Sales Stream gadget. | The area at the top right of the Dashboard is for Dashboard Gadgets. These are small programs that provide additional functionality to Dashboard and are designed to “snap in” without affecting other areas of Dashboard. By default, Dashboard includes two gadgets: the FTD Sales Stream gadget and the Weather gadget. You can move between gadgets by clicking the arrow buttons above the currently displayed gadget. The default gadget displayed when you open Dashboard is the FTD Sales Stream gadget. | ||
| - | + | <table> | |
| + | <tr> | ||
| + | <td> | ||
| + | [[Image:TipIcon.png]] | ||
| + | </td> | ||
| + | <td> | ||
| + | The Weather gadget refreshes automatically every 15 minutes | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
==Your Messages== | ==Your Messages== | ||
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When the indicator is red, FTD Mercury is not currently connected to the Mercury Network. If you click on the Mercury Connection icon when you are disconnected, FTD Mercury automatically sends a GENeral message to FTD Headquarters to attempt to get you connected again. When you click the icon, the following message is displayed: | When the indicator is red, FTD Mercury is not currently connected to the Mercury Network. If you click on the Mercury Connection icon when you are disconnected, FTD Mercury automatically sends a GENeral message to FTD Headquarters to attempt to get you connected again. When you click the icon, the following message is displayed: | ||
| - | A GENeral message has been sent in an attempt to establish a connection with the Mercury Network. You can verify the status of this message in Message Center. If a connection was established successfully, you will receive a verified copy displaying a Mercury number. | + | A GENeral message has been sent in an attempt to establish a connection with the Mercury Network. You can verify the status of this message in Message Center. If a connection was established successfully, you will receive a verified copy displaying a Mercury number. If a connection could not be established, please contact Mercury Technology Support to assist. |
| - | + | <table> | |
| - | + | <tr> | |
| - | + | <td> | |
| + | [[Image:ImportantInfoIcon.png]] | ||
| + | </td> | ||
| + | <td> | ||
| + | Once you click the button, wait approximately 3 minutes to see if the indicator changes to a connected state. If it does not, contact the Mercury Technology Assistance Center (MTAC) at 1-888-309-2244 to speak with a support representative. | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
===Internet Connection=== | ===Internet Connection=== | ||
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The Nightly Backup indicator lets you know at a glance if your FTD Mercury backup is up-to-date. If the previous night’s automatic backup did not take place as scheduled, the indicator will have a turn red and the text to the right of the indicator will read Backup Failed. | The Nightly Backup indicator lets you know at a glance if your FTD Mercury backup is up-to-date. If the previous night’s automatic backup did not take place as scheduled, the indicator will have a turn red and the text to the right of the indicator will read Backup Failed. | ||
| - | + | <table> | |
| + | <tr> | ||
| + | <td> | ||
| + | [[Image:ImportantInfoIcon.png]] | ||
| + | </td> | ||
| + | <td> | ||
| + | If your nightly backup failed for a reason other than something obvious, you should contact the Mercury Technology Assistance Center (MTAC) for support at 1-888-309-2244. Your data is extremely valuable, and you need to ensure it is being backed up nightly. | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
==Links== | ==Links== | ||
Current revision
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When you open Dashboard, there is a lot of information right in front of you. This information can help you make decisions on what needs to be done, or help you identify problems right when they happen, instead of finding out hours or days later (or maybe never finding out).
The main Dashboard window is divided into 7 main areas:
Title Bar
The title bar displays the currently logged in user for Dashboard (which is important for user rights when deleting messages or interacting with FTD Mercury), as well as the date and time of the last Dashboard refresh.
Menu Bar
The menu bar for the Dashboard contains the following menus and commands:
| Menu | Command | Description |
| File | Exit | Closes Dashboard. |
| Gadgets | My Link | Opens the My Link Window, allowing you to configure the URL for the My Link link at the bottom of the window. |
| Gadgets | Weather Location | Opens the Weather Location Window, allowing you to configure the ZIP code or city and state/province to use for the Weather gadget. |
| Help | Contents | Opens FTD Mercury Online Help. |
| Help | About | Opens the About window for the Dashboard. |
Requires Attention
The Requires Attention area contains eight indicators that enable you to get a high-level overview of what is going on in your business. Each of the indicators has two main states, one indicating that there is something that requires attention, and the other that indicates everything for that indicator is all right.
The following table explains what each indicator button does:
| Indicator | Description |
| Mercury Messages |
When illuminated, there is at least one Mercury Message in Message Center that requires attention that you have received within the last 30 days. The actual number of messages that require attention is displayed in the small box at the upper right of the button. |
| C.O.D. | Orders When illuminated, there is at least one C.O.D. order for delivery today. The actual number of C.O.D. orders is displayed in the small box at the upper right of the button. If you click this button when it is illuminated, FTD Mercury opens the Ticket Search window and displays all C.O.D. orders for delivery today. |
| Pickup Orders | When illuminated, there is at least one pickup order for today that is either complete or marked as a C.O.D. order. The actual number of pickup orders is displayed in the small box at the upper right of the button. If this button is illuminated and you click on it, FTD Mercury displays all orders with pickup type zones for today that have not been marked as delivered. |
| Undelivered Orders | When illuminated, there is at least one order scheduled for delivery or pickup for today where the production status is Not Delivered. The actual number of undelivered orders is displayed in the small box at the upper right of the button. If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all undelivered orders for today. |
| Declined Credit Cards | When illuminated, there is at least one sale or payment that is neither canceled nor voided that has a sale date within the last 30 days. The actual number of sales or payments with declined credit cards is displayed in the small box at
the upper right of the button. |
| Unauthorized Transactions |
When illuminated, there is at least one sale or payment in your system that has a credit card payment that has been declined or is unauthorized that has a sale date within the last 30 days. This includes pending, error, or resent transactions. Sales and payments that are voided or canceled are not included.The actual number of unauthorized transactions is displayed in the small box at the upper right of the button. |
| Incomplete Transactions |
When illuminated, there is at least one transaction in your system (order, wire order, or payment) that is incomplete that has a delivery date between 30 days ago and two years in the future. Wire out orders can have the following statuses to be considered incomplete (unless the order has been successfully resent):
Orders and payments with credit card errors or failed authorizations are included, but canceled or voided tickets are not. The actual number of incomplete orders is displayed in the small box at the upper right of the button. |
| Filed Orders | When illuminated, there is at least one filed order in your system that has a sale date within the last 30 days. The actual number of filed orders is displayed in the small box at the upper right of the button. If this button is illuminated and you click on it, FTD Mercury opens the Ticket Search window and displays all filed orders. |
Gadgets
The area at the top right of the Dashboard is for Dashboard Gadgets. These are small programs that provide additional functionality to Dashboard and are designed to “snap in” without affecting other areas of Dashboard. By default, Dashboard includes two gadgets: the FTD Sales Stream gadget and the Weather gadget. You can move between gadgets by clicking the arrow buttons above the currently displayed gadget. The default gadget displayed when you open Dashboard is the FTD Sales Stream gadget.
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The Weather gadget refreshes automatically every 15 minutes |
Your Messages
The Your Messages area on the Dashboard displays messages received from FTD (and almost always received from the Mercury Technology Assistance Center). These Dashboard Messages are not GENeral or any other sort of Mercury Messages; they only appear on the Dashboard and are typically to inform you about technology issues or updates. Unread messages appear in boldfaced text; messages that have been read appear in normal text. Messages are kept for 60 days, unless you delete them sooner.
The message grid lists each message received, including the date and time, the department at FTD who sent the message, and the subject.
System Information
The System Information area on the Dashboard displays three indicators that can assist you in getting a pulse of your FTD Mercury system.
Mercury Connection
The Mercury Connection indicator shows you the status of your connection to the Mercury Network.
When the indicator is green, you are connected to the Mercury Network. When you are connected, the Dashboard displays the sequence number of the last order received by FTD Mercury (as of the last Dashboard refresh). When connected, if you click the Mercury Connection icon, FTD Mercury performs a transmit now (the same as it does if you click the Transmit Now button on the FTD Mercury Main Menu).
When the indicator is red, FTD Mercury is not currently connected to the Mercury Network. If you click on the Mercury Connection icon when you are disconnected, FTD Mercury automatically sends a GENeral message to FTD Headquarters to attempt to get you connected again. When you click the icon, the following message is displayed:
A GENeral message has been sent in an attempt to establish a connection with the Mercury Network. You can verify the status of this message in Message Center. If a connection was established successfully, you will receive a verified copy displaying a Mercury number. If a connection could not be established, please contact Mercury Technology Support to assist.
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Once you click the button, wait approximately 3 minutes to see if the indicator changes to a connected state. If it does not, contact the Mercury Technology Assistance Center (MTAC) at 1-888-309-2244 to speak with a support representative. |
Internet Connection
The Internet Connection indicator indicates whether FTD Mercury is connected to the Internet. When the indicator is green, you are connected to the Internet. When connected, the external IP address of your server is displayed next to the indicator. If you click on the icon when you are connected, your Web browser opens to Merc Tech U ([floristwiki.ftdi.com floristwiki.ftdi.com]).
If the indicator is red, you are not currently connected to the Internet, or are having difficulties reaching FTD via the Internet. The IP address will read Unavailable in this case. You can click the icon to perform a traceroute (which may be helpful in troubleshooting where the connection issue lies).
Nightly Backup
The Nightly Backup indicator lets you know at a glance if your FTD Mercury backup is up-to-date. If the previous night’s automatic backup did not take place as scheduled, the indicator will have a turn red and the text to the right of the indicator will read Backup Failed.
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If your nightly backup failed for a reason other than something obvious, you should contact the Mercury Technology Assistance Center (MTAC) for support at 1-888-309-2244. Your data is extremely valuable, and you need to ensure it is being backed up nightly. |
Links
Below the Your Messages area are four hyperlinks. When you click on them, your Web browser opens to the destinations listed below
| Link | Description |
| Flower Exchange | Opens the FTD Flower Exchange Web site. |
| FTD Marketplace | Opens the FTDi.com Web site to the FTD Marketplace page. |
| Reorder Toner | Opens the FTDi.com Web site to the Toner Cartridge Order page. |
| My Link | Opens to the link defined in the My Link Window. |
