How to edit the Home Screen

Editing the Client Manager Home Screen

  1. Select the option ‘Layout: Client Manager’ in the top right corner on the homepage.
  2. A pop-up box will appear, select Customise.
  3. A new window appears. Now choose what is shown on the Home Screen for your user.
  4. When finished, now select Save.  The changes will be made to your Home Screen.

Home Screen TIP

If you didn’t know… You can actually drag and drop the Home Screen option by clicking and dragging on the option heading so that they appear in a different order. Click on the image below to see how it works.


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