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Custom portlets overview

DT Practice offers customizable portlets that can be placed on any of the four dashboards. These portlets can be configured to display web pages, RSS news feeds, internal news items for your firm, and report previews.
To open the Custom Portlets screen, choose Setup > Custom Portlets.
note
There are two other ways to access the Custom Portlets setup screen.
  • Right-click in the
    Select Portlets
     dialog and choose
    Add Custom Portlet
     from the context menu.
  • Select the Add Custom Portlet button in the toolbar of a Web Browser portlet.
After you set up a custom portlet, you can add it to any dashboard.
note
  • If your firm uses the security features of DT Practice, the ability to set up or view custom portlets may be limited to those staff members who have sufficient security privileges. Access to the Setup > Custom Portlets menu command is available only when the user’s security group has access to Setup > Custom Portlets, and at least one of the following custom portlets is selected under View/Home Dashboard: Report Viewer, RSS News Feed, Firm News Feed, and/or Web Page. The custom portlets selected in Security Groups determine which custom portlets you can create. When none of them are selected, the Custom Portlets menu command is not available.

This article applies to:

  • Product: DT Practice