What is a widget?
Widgets are the boxes of information that display on your Home Page, they provide an overview of your activity on the system.
At a glance you can view information of a certain type, for example: My Saved Emails, or My Unfinished Tasks. You can also display custom reports as a widget on your Home Page.
Drag and drop the widgets to move them on your Home Page or organise them in [Home Page Settings].
Add a new widget to your Home Page
Click [Home Page Settings] on the Home Page
Click [Create New Widget]
Click the [Widget Type] drop-down menu
Select the widget you want to add: A Report List widget will give you a list of all the reports available to you for either Contacts or Tasks in one widget. A Reports Detail widget will allow you create an individual widget for a particular report
Click the [Rows] drop-down menu to select how many lines of information you want to display in the widget
Click [Save]
During the process of creating custom reports of your Contacts or Tasks, you will have the option to create a link to the report on your Home Page.
Remove a widget from your Home Page
Hover the mouse over the widget to delete
Click the widget settings icon
Select [Disabled] and click [Save]
The [Actions which need your company’s attention] widget is fixed and cannot be deleted.
Change the column display on your Home Page
Click [Home Page Settings] on the Home Page
Select either 1, 2 or 3 column display and click [Save]