MX Connect Ideas

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MY ACCOUNT - Add a way for a user to select defaults for specific settings in Vortex

Add an option for <Landing Page> this will be a dropdown that will consist of the following:

  • <Boarding Dashboard> (default)
  • <Revenue Dashboard>
  • <Merchant Accounts>
  • <Merchant Drafts>
  • <Cases Activity>
  • all reports should  be options as well with the following formatting Platform-Report
    • ex: <TSYS - ACH Activity>

When you select an option and save your settings, you will land on that page everytime you login to vortex in the future.

There should also be another option called <Time Selector Default> which will allow the user to select what option they want Vortex to use as their default time selector setting. This would also be a dropdown with all the options from the Quick time selector settings.

There should also be another option for Left Nav Preference which the user can choose whether they want to left nav to be "Collapsed" or "Expanded" by default. Collapsed should be the default option.


The UI should respect all of these settings. 

  • Judson Preuss
  • Jun 27 2018
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