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Dashboard Customisation


#1

Hi All,
Please I want to know if it is possible to have client list on the dashboard. If yes, please how do I go about it.

Thanks in advance for your help

Regards,

Roy


#2

Hi @roybello1

This isn’t something that’s supported at the moment I’m afraid.

I can’t find any requests for a “custom dashboard”, so for the time being, I’ve moved this thread into the #feature category, and we’ll monitor the interest from the community.


#3

In the meantime depending how many clients you have you could just add them to your customised menu to have them displayed on the dashboard. You could just add a single link to your client list but by default it is only 2 clicks away anyway.

Also the search box will bring up customers if you start typing part of their name/reference.


#4

Thanks Lurch. Please can you guide me through your suggested option?

Roy


#5

#6

Great! Got it. Thank you so much Lurch and please keep up the good work.

Regards,
Roy


closed #7

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