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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.

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.

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

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 buttonto update the chart.

Tables can also be customised.

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).

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

Updated on May 22, 2018

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