Change Customizable Mode

Change Customizable Mode

Under the Home tab, you can either set the Classic mode or the Customizable mode where you add up to 5 components and rearrange them to suit your needs.

To change to Classic or Customizable Mode

  1. In the Home tab, click the Customizable option icon.
    The Customizable View of the Home tab will be available. You can add components and rearrange them.

    • Related Articles

    • Change Password

      You can change the password of all Services in Accounts. Click on your login name and then click My Account. In the Accounts page, under Home tab, click the Change Password link. In the Password page, specify your Current Password and New Password in ...

    • Change Preferences

      You can specify the Date format, Newsletter subscriptions and Browser connection according to your preference in Account Preferences page. To change preferences Click on your login name and then click My Account. In the Accounts page, under Home tab, ...

    • Change Language

      Based on the country locale, you can mention the language for your account. Also, choose between 12 hr time format and 24 hr time format in the CRM account. The date format is automatically updated with the country locale that you select. The ...

    • Change the User Role

      To change the user role: Click on the "Settings". In the "Agents" section, hover over the user you wish to edit and click on the "pencil icon" to edit. Or click the Agent’s name and from their page, click Edit at the top right corner. Select your ...

    • Change Name Format in iPad

      You can change the name format for the leads and contacts in CRM from your iPad device. To change name format Tap More in CRM. Under More, tap Settings. In the Settings screen, tap Display Contacts/Leads. In the Display Contacts/Leads screen, tap ...