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Creating Record Homepage Layouts

For various record types you can create custom Homepage layouts. This feature allows you to provide the most relevant information to different users, including the ability to display custom analytics on Homepages. For example, the Homepage for a customer service representative can be configured to show new service requests instead of new leads, and a custom service-request report instead of the standard sales-pipeline quality report.

If you want to use custom reports in your custom Homepage layouts, you must make them available using the procedure described in Creating Homepage Custom Reports.

You can create custom Homepage layouts for the following record types:

  • My Homepages
  • Accounts
  • Contacts
  • Lead
  • Opportunities
  • Service Requests

You can copy an existing Homepage layout and then modify it to your requirements. You can also edit existing Homepage layouts. The default Homepage layout is read-only. You can copy it but you cannot delete or edit it.

After you create a custom Homepage layout, you must use the Role Management Wizard to assign the layout to the user roles that need to use that layout.

Before you begin. To perform this procedure, your role must include the Customize Application privilege and the Customize Application – Manage Homepage Customization privilege.

To create or modify a Homepage layout

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the record type Application Customization page, click the record type Homepage Layout link.
  4. In the Homepage Layout list, do one of the following:
    • Click Edit or Copy to modify an existing layout.
    • Click the New Layout button to create a new layout.

      The Homepage Layout Wizard appears to guide you through the process.

  5. In Step 1 Layout Name, enter a name for the layout, and a description if required.
  6. In Step 2 Homepage Layout
    • Move fields from the All Sections list to the Available Sections list.

      The Available Sections list includes the sections that can be added to a Homepage. If you do not want a user to add a section to a Homepage, leave the section in the All Sections list.

    • Move fields from the Left Side list to the Right Side list, and rearrange the information in both lists as required.

      Leave sections that are double width in the Left Side list. They automatically stretch across the Homepage when it is displayed.

  7. Click Finish.

NOTE: After you add a custom Homepage to the application, you need to make it available to a user role before users can see it. For more information, see Adding Roles.

Users with the Personalize Homepage privilege can edit the layout of their Homepages with any list or report made available by the company administrator.


Published 05/11/2007