Customize dashboard

Customize dashboard opens a page where you design the layout of the displayed elements and create new elements.

The proceeding is the same for both the company dashboard and the data record dashboard. In a company dashboard, you can create more elements than in a data record dashboard.

Change dashboard

Go to the Settings drop-down list, and click Customize dashboard.

Save saves your settings and returns to the dashboard.

Restore default sets the dashboard back to the initial state.

With Layout you select how many columns are used and whether you want to use a header.

Content: In this drop-down list, you select the displayed information of an element.

New element opens the respective wizard with which you create personal elements. An element may contain CAS genesisWorld data records, links or Web contents.

Delete element deletes the entered element. You can only delete elements you have created. This button is therefore only available if you selected one of your own elements from Content.

You can also open the wizard to change a personal element with customize.

Creating a new element

Clicking New element always opens a wizard. Select a template on the first page.
Enter a header for the element on the following page.

Further settings differ for each element.

You can customize the element also directly in the dashboard view.