Dashboards and personalizing your screen

Set up and change dashboards, menus, grids and columns.

• Add dashlets

• Add, remove and order columns

• Change grid displays

• Change the dashboard display

• Change the dashlet order

• Client dashboard permissions

• Client dashboard

• Contact dashboard permissions

• Contact dashboard

• Edit dashlets

• Edit your menus

• Increase display width

• Mark items as favourties

• Remove dashlets

• Reset dashboard to default

• Set default dashboards for users

• Sort column content

• Staff dashboard permissions

• Staff dashboard

• Use the Task Pad

• View dashboards

• View recent items