Your NEW Home Dashboard Experience
Your ClientBAY Home Dashboard has been redesigned to give you more control over the features and information that you want displayed to you when you first login to ClientBAY. You now can choose which interactive widgets you want to see as well as control their size and position - making sure that this Dashboard is giving you the information you need to run your Real Estate Business from one platform.
To customize your Home Dashboard,
Simply hit the Customize Dashboard button located in the upper right hand corner.
You will then see your Home Dashboard pop into editing mode - allowing you to drag and drop around any displayed widgets, add widgets and even remove the widgets that you do not want to see.
To exit the Customizing Mode, select the Cancel button in the upper right hand corner.
You must hit the Customize Dashboard button in order to do any of the below actions and customize your Home Dashboard!
To add widgets to your Home Dashboard,
Just hit the Add Widget button in the upper right hand corner
This will pop up a window where you can see the different widgets available to display on your Home Dashboard.
Use the side menu on the left to see widgets associated with that category. Each widget will also have a brief description so you know what you are adding.
If a widget is already displayed on your Home Dashboard, it will be indicated.
If a widget is not displayed on your Home Dashboard yet, you will see the Add Widget button. Simply hit this button and the widget will then display on your Home Dashboard.
Be sure to PRESS SAVE CHANGES when you have the widgets that you want added.
To remove widgets from your Home Dashboard,
If there is a widget that you do not want on your ClientBAY Home Dashboard, simply hit the three dot action button associated with that widget.
Select Remove Widget and that widget will then disappear from your Home Dashboard.
Be sure to PRESS SAVE CHANGES in order to save your actions.
If you decide you want the widget back again, no problem! Simply select the Add Widget button and add it back!
To resize widgets on your Home Dashboard,
Some widgets have the ability to be resized to a Small, Medium, or Large display.
To do this, hit the three dot action button associated with the widget. You will be able to select the different sizes that that widget is able to be displayed as. If you are not able to change the size it is simply because that widget only comes in that one size.
Be sure to PRESS SAVE CHANGES when you have found the perfect widget sizes for you!
Remember - you are also able to drop and drag your widgets around on your Home Dashboard now as well. Simply drag the widget box to where you want it to be. The page will then reorganize to allow that new position.
Be sure to PRESS SAVE CHANGES when you are done dragging and dropping!
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