Edit display settings
Display settings enable you to change what is displayed on your dashboard.
If you have signed up to IRIS Elements Cashbook, some or all of these options may not be available to you.
-
Go to Settings. From Your Account, select Display Settings.
-
- Apply the required settings, then select Update.
The following settings are available:
Financial overview
Select to show a Financial overview widget on your dashboard.
You can also choose to display a graph showing the historical balance of any bank account over the past 6 months (your default account is shown).
Sales quotes summary
Select to show the Sales quotes summary panel on your dashboard. If selected, you can then choose which quote category to display.
Referred users
Select to show information on any friends you have referred via our referral scheme.
Try something new
Select if you'd like us to show you any useful features that you haven't tried yet.
Quick links
Select to see the quick links menu on the main toolbar.
Recent changes
Select if you would like us to show a list of changes whenever they are made.