Customise my Homepage

In the Home Page of BuddyCRM you will be able to see the 3 main areas Activities, Overview and Analysis. To view the areas click on the area to dial up or down which will then display a full view.

In the below picture, Overview is displayed you can change 4 of the views which are on the left hand side. The 4 on the right hand side are static.

Information in the Overview Area can be amended by clicking on the cog button on the right hand side of the screen. This will then display a pop up as below, then you will be able to choose your 4 displays you want to see. Then cluck the Update button.

options cog

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

 

 

Above in the Opportunities Won/Lost area you can see the drop down on which you can amend the Financial Year. Select one of the options and push the Refresh button to update the chart view. This will amend the results shown.

Refresh button

 

If you require any further assistance, please do not hesitate the BuddyCRM Support team. Details on how to do so are in our ‘Still Need Assistance’ area.

 

Updated on July 12, 2019

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