Defining Your Home Settings

The Home tab of the Settings area allows you to customize what you see when you access the Dashboard. You can specify whether you want to display such items as My Business and the Sales Pipeline portlet, set the default tabs for certain portlets, and specify the date range of activities that appear in My Business.

To define Dashboard settings:

1. Open the Home tab. How?

   1. From the [User name] menu in the top right, select Settings. Example:

      

   2. Click the Home tab.

2. Click the Edit Home Settings action link.

3. Customize the Dashboard by setting the following options:

• Show on Dashboard: Choose the portlets you want to appear when the Dashboard is accessed by selecting the appropriate check boxes. You can set to display My Business and the Sales Pipeline, Listings and Closings portlets.

• Display Activities: From the first drop-down list, select the date range of activities you want displayed on My Business. From the second drop-down list, select whether you want activities to appear all on one tab, or on separate tabs based on activity type. Example:

  Activities grouped by type             Activities shown all at once

                

   

• Default Tab: Select the tabs you want to appear on My Business and the Sales Pipeline portlet each time the Dashboard is opened.

For more information on any of these settings, see "The Home Settings Tab" topic.

4. Click Save Home Settings.