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Setting a default dashboard
- Click the My CRM | Dashboard tab.
- Click the Dashboard drop-down arrow, and click Dashboard Options. If a default dashboard has already been set, a check mark icon is displayed next to the current default dashboard.
- To narrow down the list of Dashboards, use the Filter by text box. This works on a "Begins with" basis. For example, type "a" and you get a list of dashboards and categories beginning with the letter "a". You can also modify your category names from this dialog. Highlight the category and click Modify Category. A category containing dashboards cannot be deleted. The No Category category can only be modified by the System Administrator via Administration | Translations.
- Highlight the dashboard you want to set as your default, and click Set Default. A check mark icon is displayed next to the dashboard to show that the default dashboard is set. You can close the dialog with the close (x) icon, or select and open the default dashboard by clicking OK.
- Click OK. The default dashboard is displayed on your workspace. It is also displayed as the first dashboard after your next logon, even if you have been working with other dashboards during your last user session.
To clear a default dashboard, highlight the default dashboard and click Clear Default.
See Also:
Selecting a dashboard
Creating a dashboard from a template
Copying a dashboard
Creating a new dashboard
Modifying dashboard details
Deleting a dashboard
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