Your CRM allows you to customize your Home Tabs according to your specific needs and workflows, and keep the most important day-to-day information readily available to your users right from the home page.
To manage your Home Tabs navigate to Manage > Administration > Home Page > Home Tabs. You will see a list of the tabs that are available:
Adding a New Tab
To add a new Home Tab, click the Add a New Home Tab button:
In the pop-up which appears, fill in the name of the tab, the description (optional), and select the user classes that will be able to access the new tab:
When finished, click Add and your new tab will be saved. You can then edit the tab further and add various components to it.
Editing or Deleting A Tab
To edit the name and the description of a home tab, or to change its access permission, navigate to Manage > Administration > Home Page > Home Tabs, and click on the Edit Tab button on the appropriate tab:
In the Edit Tab popup which comes up, update your tab settings and when finished save the changes:
To delete a specific tab, click the Delete button on that tab:
A popup will appear asking you to confirm the deletion. Click OK and the tab will be deleted.
Adding Or Removing Tab Components
To add a new component to a home tab, navigate to Manage > Administration > Home Page > Home Tabs, and click on the Add/Remove Components button on the appropriate tab:
On the next page, click Add New Component, and in the popup which appears to select the desired component type and its options, and click Add:
Your new component will now be added to the home tab:
Note: The Custom options (tables, media, and slideshows) require additional configuration via the Custom Tables, Upload Media, and Slideshows & Pop-Ups options in the Manage > Administration > Home Page menu.
To delete a specific component, click on the Delete button for that component:
A popup will appear asking you to confirm the deletion. Click OK and the component will be deleted.