How can I rearrange the elements on my Home Page? How can I display reports I've created on my Home Page or that of another User?
|Updated: 23 July 2012 16:26:18||OpenCRM::Home OpenCRM::Settings|
The Home page can be accessed from the Home Tab at the top of your screen.
This contains information such as Key Metrics, Current Activities, open Opportunities, and reports you wish to see displayed and so on. You are able to select which elements appear on your Home page.
In order to do this you need to click on My Account at the top of the screen
From here you can click on the Homepage Components button which will then display a list of the available components:
You can then drag and drop the elements to re-arrange the order - components left below the space will not appear on your Home page. When you are finished click on Update System to save your changes. This will define the Home page order each time you go onto the page.
Adding a Report to the Home Page
For information on how to create a report please refer to this FAQ: http://opencrm.co.uk/crm-knowledgebase/kb1095669/How-do-I-create-a-Report-in-OpenCRM.html
You can display a report on your Home Page or that of another selected User by filling in these details on the Reports create or customisation screen. You can then match up the corresponding Report number - if you select "Reports 1" in this section, then you need to drag the "Reports 1" label on the Homepage Components screen into the top section (or Reports 2 and match to Reports 2 on the Homepage Components page and so on):
You can also remove components whilst on the Home page by clicking on the "x" in the corner of the component next to Open. Open will pop open the corresponding table on your screen and when you click on records within the pop-up screen these will open in a new window leaving the Home page still open.
To find out more about using one and two column displays on the Home page please refer to this FAQ: http://opencrm.co.uk/crm-knowledgebase/kb1107454/Home-Page-components--single-or-two-column-which-is-best.html
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