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.
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  2. A pop-up box will appear, select Customise.
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  3. A new window appears. Now choose what is shown on the Home Screen for your user.
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  4. When finished, now select Save.  The changes will be made to your Home Screen.
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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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