In the Dashboard module, you can personalize your dashboard by adding a bunch of useful widgets.

To change the dashboard name:

1. Go to the Dashboard module.

2. Click the Edit Dashboard button.

3. Change the dashboard name.

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4. Click the Save Changes button.

1. Go to the Dashboard module.

2. Click the Edit Dashboard button.

3. Click the Add Widget button. The Add Widget pop-up window appears with four different widget types:

   • Filtered Records. Use this widget to display a number of specific items, for example, a number of potential clients you want to keep in contact with.

   • Smart View. Use this widget to have a quick look at the different views you have in your Home Portal.

   • Total Sum. Use this widget to display the total values of a chosen column, for example, the sum of all unpaid client invoices.

   • Website Embedder. Use this widget to display the content of useful websites or pages.

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4. Click the Add button next to the selected widget, then configure it as described in the Configure dashboard widgets guide.

5. Click the Save Changes button in the top right-hand corner.

You can add several widgets of the same type and place them on the dashboard according to your needs and preferences.

1. Click on the Layout drop-down menu to select the number of widget columns.

2. To move a widget, click on it and drag it to another location.

3. Click the Save Changes button.

Your dashboard is ready to help with your everyday tasks.