Client dashboard

The Client Dashboard lets you aggregate client information onto a single screen using portlets.
To open the Client Dashboard, select
View
then
Client Dashboard
.

Add portlets

To add portlets to the dashboard, select
Select Portlets
in the top-right corner of the screen, or right-click in the dashboard and select
Select Portlets
from the context menu. In the
Select Portlets
window, mark the checkbox next to the portlets that you want to add then select
OK
.