• Overview
• Prerequisites
• Navigating to Home Dashboard Customization
• How Home Tabs Work
• Adding a New Home Tab
• Editing or Deleting a Home Tab
• Adding or Removing Tab Components
• Component List
  • Table - Individual Lead Status
  • Table - Report
  • Advanced Reports
  • Appointment Board
  • Calendar
  • Dashboard
  • Custom Media
  • Custom Alerts
  • Custom Slideshow
  • Articulate Project
  • E-Sign Status Dashboard
  • Web Form Status Dashboard
  • Lead Global Search
  • Payments
  • Invoices
  • Custom Table
  • Residuals Bar Graph
  • Merchant Data
  • Merchant Data - Graph Only
  • Merchant- Search Box
  • My Business (Merchant)
  • Last Viewed Merchants
  • Booked Volume
  • Live Merchants Graph

Overview

Your CRM’s Home Tabs feature lets you customize the home page to highlight the information and workflows that matter most to your business.

By choosing which tabs appear—and who can access them—you ensure that users (both internal staff and merchants) see the most important day-to-day data immediately after logging in. This improves visibility, efficiency, and productivity.

This article explains how to manage and configure Home Tabs.

Prerequisites

• Administrator access to the CRM.
• Familiarity with the Home Dashboard Customization tools.
• Correct user class permissions configured for anyone who will view or edit tabs.

Navigating to Home Dashboard Customization

1. Navigate to Manage → Home Page → Home Tabs.

2. The Home Dashboard Customization page opens and displays your list of available tabs.

   

How Home Tabs Work

Home Tabs appear on the Merchant Central home page and help you surface the information that matters most to your users.

Each Home Tab can include one or more components, such as the appointment board, calendar, lead or merchant reports, custom media, slideshows, and other tailored content.

Each tab can also be configured with access permissions so it is only visible to selected user classes.

Adding a New Home Tab

1. Click Add a New Home Tab on the Home Dashboard Customization page.
2. In the popup:
   • Enter the Name for the tab.
   • Add a Description (optional).
   • Select the User Classes that should have access.

3. Click Add to save the tab. It will appear in the tabs list and can be further customized.

   

💡To change the tab order, drag and drop tabs into the desired position.

Editing or Deleting a Home Tab

To update an existing tab:

1. On the Home Dashboard Customization page, locate the tab you want to modify.
2. Click Edit Tab to change:
   • The Name
   • The Description

   • Access permissions — adjust which user classes can view the tab.

     

To delete a tab:

• Click Delete on the relevant tab.

  
• Confirm the deletion when prompted.

Adding or Removing Tab Components

You can enhance each Home Tab with components such as tables, media, and slideshows.

1. On the Home Dashboard Customization page, click Add/Remove Components on the tab you want to update.

   
2. On the next page, click Add New Component. In the popup:
   • Select the Component Type and any available options (options change based on the component you select).

   • Click Add.

     

3. The component is added to the tab.

   

ℹ️ Some components (such as custom tables, media uploads, and slideshows) may require additional setup using the configuration options shown for that component.

To remove a component:

• Click Delete for the component you want to remove.

  
• Confirm the deletion.

Components List

Below is a list of available Home Tab components, along with a description of what each one does. You can add one or more components to each Home Tab.

Each component includes a screenshot showing how it appears on the Home Page.

Most components can be added to a tab as-is. Some require additional configuration—when that’s the case, the available options are noted below.

Table - Individual Lead Status

Shows a lead report for a selected lead status or category.

When adding this component, select the lead status or category you want to display in the report.

Table - Report

Shows a lead report with all status states, plus filtering, search, and export options.

Advanced Reports

Shows the lead report with advanced filtering options. For more information, see Advanced Reports.

Appointment Board

Shows a weekly report of your agents' appointment activity. For more information, see Appointment Board.

Calendar

Shows your team's daily appointments and tasks. For more information, see Calendar Events.

Dashboard

Shows leads in a selected category.

When adding this component, select the appropriate category.

Custom Media

Displays your media files organized into categories, with optional access permissions.

For more information on configuring the Custom Media component, see Uploading Media.

Custom Alerts

Shows your most recent alerts for selected event types, such as lead status changes, merchant memos, and more.

When adding this component to your Home Tab, click Custom Options to select event types and adjust other settings.

Custom Slideshow

Shows slideshows for training, marketing, or other purposes, with an option to track slideshow usage statistics.

For more information, see Slideshows & Pop-Ups.

Articulate Project

Shows dynamic training lessons and exercises based on the Articulate e-learning platform.

For more information, see Articulate E-Learning Integration.

E-Sign Status Dashboard

Shows a report of your e-sign applications across different completion stages. Click any number in the top table to view the corresponding applications in the lower table for that status and date range.

When adding the E-Sign Status Dashboard to your Home Tab, you can choose which columns to display and set the default sorting.

Web Form Status Dashboard

Shows a report of your web forms across different completion stages. Click any number in the top table to view the corresponding web forms in the lower table for that status and date range.

When adding the Web Form Status Dashboard to your Home Tab, you can choose which columns to display and set the default sorting.

Lead Global Search

This is a legacy component that will be removed in a future product update.

Payments

Shows a report of incoming credit card or ACH payments from your clients and their totals. Click any total in the top table to view the corresponding payments in the lower table for that status and date range.

For more information, see Lead Payments.

Invoices

Shows invoices you issued to your clients, along with invoice totals. Click any total in the top table to view the corresponding invoices in the lower table for that status and date range.

For more information, see Lead Invoicing.

Custom Table

Shows a lead report for selected status states. The top table displays status states across multiple time ranges. Clicking a number in one of the time-range columns displays the matching leads in the table below.

When adding the Custom Table component to your Home Tab, click Add New Row to add a lead status row to the top table.

Residuals Bar Graph

Displays your residuals payout for the selected year.

When adding this component, you can set the graph title, dimensions, and alignment.

Merchant Data

Shows merchant activity (processing, not processing, and closed accounts), top-performing merchants, and portfolio totals by card type.

Merchant Data - Graph Only

Shows only the merchant activity graph (processing, not processing, and closed accounts).

Merchant- Search Box

This is a legacy component that will be removed in a future product update.

My Business (Merchant)

This is a legacy component that will be removed in a future product update.

Last Viewed Merchants

Shows your most recently viewed merchant accounts.

Booked Volume

Shows the total volume and transactions gained from newly acquired processing merchants (green) during the selected date range.

Live Merchants Graph

This is a legacy component that will be removed in a future product update.