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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The CE Dashboard is the primary landing screen for the Community Engagement core, displaying live metrics and quick-access widgets. It is accessible at /ce/dashboard.

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Overview

The CE Dashboard renders four stat cards: Total Contacts, Active Leads, Calls This Month, and Conversion Rate. Conversion Rate uses a success/default/warning color variant based on whether the value is ≥50%, ≥25%, or below 25%. Below the stat cards, two widgets appear side by side: CERecentActivityWidget (recent CE activities) and CEWizardShortcutsWidget (quick-launch for common CE wizards including Log Call). Users with CE_PERMISSIONS.CRISIS_VIEW see a CrisisQueueWidget below. A QuickActionsSection for the ce module is rendered above the stat cards. Two keyboard shortcuts are active on this page: Cmd/Ctrl+D opens Quick Dial, and Cmd/Ctrl+Shift+L opens Log Call. If a calendar connection with sync enabled exists, a CalendarActivityIndicator is shown in the header. On mobile the screen renders a MobileDashboard.

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Who it’s for

Required permission: CE_PERMISSIONS.DASHBOARD_VIEW (route-level gate). Quick Dial and Log Call actions require ce.calls.create.

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Before you start

  • You need the CE_PERMISSIONS.DASHBOARD_VIEW permission.
  • Metrics are scoped to your organization; a loading skeleton is shown while data loads.

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Steps

1

Open the CE Dashboard

Navigate to /ce/dashboard or to /ce (which redirects here).
2

Review key metrics

Check the four stat cards for current contacts, leads, calls, and conversion rate.
3

Log a call (keyboard shortcut)

Press Cmd/Ctrl+Shift+L to open the Log Call dialog, or click Log Call in the header action buttons.
4

Quick Dial

Press Cmd/Ctrl+D or click Quick Dial in the header to open the Quick Dial dialog.
5

Review recent activity

Check the Recent Activity widget for the latest CE activity records.
6

Review crisis queue (if permitted)

Users with crisis view permission see a Crisis Queue widget below the activity widgets.

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Key concepts

  • Conversion Rate — percentage of leads converted to clients; color-coded: success (≥50%), default (≥25%), warning (<25%).
  • Quick Dial — opens QuickDialDialog for making outbound calls.
  • Log Call — opens ManualCallForm for manually recording a call.
  • Calendar sync indicator — shown in the header when at least one calendar connection has sync_enabled = true.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/CEOverviewPage.tsx