Edit Dashboard
From Commence CRM-Help
Editing your Digital Dashboard
You may decide which portlets appear on your own Digital Dashboard by clicking the Edit button and moving available portlets between the “Available” and “Show” lists. Those listed under “Show these portlets” will appear on your Digital Dashboard screen. The system will optimize the cleanest possible look in the order you established.
- Move an “Available” portlet to the “Show” list by highlighting the portlet name and clicking the Add button.
- Remove a portlet from the “Show” list by highlighting the name and clicking on the Remove button.
- Rearrange the order of appearance of portlets on the “Show” list by highlighting the summary name and clicking the Up or Down button. Click Save when done.