Home Page

Home Page is your start up page with links to common tasks.  Please click on the Home icon, located on the Toolbar, at any time to get back to your home page. On the left side of your home page is a navigation pane.

Customizing Home Page

To customize a specific shortcut click on customize link. For example, to customize shortcuts for Customers, click the customize link and then add or remove shortcuts specific to customers.

You can also customize the layout of your home page by clicking 'customize contents and layout' link. For example if you do not need the shortcut group Account to appear on the home page remove it from this dialog. You can also customize each task by clicking customize on the specific task.