How to…Customise my Homepage

When you log-in to BuddyCRM, you will be taken to your homepage. Dial up and dial down the arrows next to each each section (Activities, Overview, Analysis, Tables) to display them. In the below picture, only Overview is displayed.

Overview section shown on customisable home page in BuddyCRM

Information in the Overview and Tables sections can be customised by clicking the options cog options cogin the top right of the section.

A popup will display such as this one in Overview. Choose your items and click the Update button.

 

choose the columns to display in your overview section on the BuddyCRM home page

Some individual widgets in the Analysis section can also be customised to change the information shown.

Change the period shown in the Analysis section of the homepage in BuddyCRM

Above in the Opportunities Won/Lost chart you can see the options for Financial Year are shown as Current Year, Previous Year and All. Select one of these and push the Refresh button Refresh button to update the chart.

 

Tables can also be customised.

select leads to display by ownership in BuddyCRM

In the above Leads table from the Tables section, we have chosen to only display leads owned by ‘Adam’. Push the magnifying glass icon to start your search. Once you have chosen your selection, click ‘enter’ to complete the search.

Selecting the cog options button options cog,will cause a pop-up to appear (as shown below).

select the column details you want to display in the leads table in BuddyCRM

You can select which fields you wish to display and click ‘Update‘ to save.