Personalize your dashboard in Bloomerang CRM to keep your most important information right where you need it. For example, move a dashboard tile to a new spot, hide a tile you don't use, and show hidden tiles again whenever you want.
After you save your changes, your Home page looks the same the next time you log in. Your changes apply only to your own Home page.
This article describes how to move, hide, and restore tiles on your dashboard. For information about the data on each tile, read View Fundraising Analytics on Your Dashboard.
How It Works
You can rearrange, hide, and show some or all of your tiles. You can also restore hidden tiles at any time. Hiding tiles doesn’t change or delete data on those tiles.
Move, Hide, and Restore Dashboard Tiles
To move, hide, and restore dashboard tiles:
Click Home.
Click Edit Dashboard. The border of each tile changes from a solid line to a dashed line, which means you can now move, hide, or restore tiles.
To move a tile, drag the tile to its new location.
To hide a tile, click Hide Tile
. The tile moves to the Hidden Tiles list at the end of the page.
To restore a tile:
Go to the Hidden Tiles list at the end of the page.
Click the tile you want to restore.
Click Save Dashboard.
Your Home page keeps your personalized view the next time you open it.