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Creating Record Homepage LayoutsFor 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:
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
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 May 2008 |