Table of Contents

Types of Widgets

Chart Widget

With the Chart widget, a user can specify what type of chart to use. For more information see Adding A Chart Widget.

There are 5 different chart types:

All of the chart widgets show relevant information that will be displayed in the Dashboard of Liberty.

Reminder Widget

The Reminder widget allows you to set, edit and remove reminders. For more information see Adding A Reminder Widget.

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You can specify the following criteria:

Message of the Day Widget

The Message of the Day widget allows you to add a unique message to the widget and assign it to a specific group of users. For more information, see Adding A Message Of The Day Widget.

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You can specify the following criteria:

Recurring Fees Widget

The Recurring Fees widget displays all of the accounts that currently have a recurring fee interval set in Liberty. With this widget, you can create Recurring Fee Types where you can specify a Description, Transaction Type, Amount, Fee Frequency. It has a unique feature where it allows you to see all the accounts that are currently on a Recurring Fee Cycle, and process a fee within the widget. Once the fees have been processed, they will show under the accounts Transaction section. For more information, see Adding A Recurring Fees Widget.

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Recurring Fees Options

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Adding a Widget

Types of Widgets Widgets Overview Deleting a Widget Adding a Recurring Fee Type Adding A Chart Widget Adding A Message Of The Day Widget Adding A Reminder Widget Recurring Fees Overview Associating a Recurring Fee Type with an Account Adding a Widget Adding A Recurring Fees Widget