Customize The Home Page

Aegis CRM allows each user to add and remove items on the Home page to display the information you want to monitor on a regular basis.

Log in to Aegis CRM and follow these steps to customize your Home page:

1. Click Configure Layout on the bottom right of the Home page.

2. Select the items to display from the Available Content pane.
3. Click the left arrow to display the content in the Left Column pane or click the right arrow to display the content in the Right Column pane.
4. Use the other arrow keys to move your content to a different column or change the order they display on the page.
5. Repeat steps 2 through 4 to add more content to the page.
6. Click Save and Close.