To customize the Home Screen:
- From the main menu, click System Setup, then click Company Settings.
- Click on the Home Screen tab.
- Click on the group of users for which you are customizing the Home Screen. Options are Admin, Department, Location, Division, Appraiser, Multi-Appraiser, and Employee.
- To add a widget, click the dropdown arrow next to Alerts, Home, Reports or Basic to display the widgets available in that category.
- Click the dropdown arrow to the right of the widget you wish to activate.
- Select Make Available. (If the widget has already been made available, the option will be Make Unavailable.)
- You may now either drag the widget to the appropriate location on the Home Screen or click the icon to the left of the widget name and click Move to Column 1 or Move to Column 2.
- Once the widget is in the desired column, further options display next to the widget name. They include: Make Required, Lock, Move, Refresh, Help, and Delete.
- Click Save on the toolbar.
- Repeat steps 3-9 for each employee group.