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Dashboard Setup - Favorites and My Start Page

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Dashboard Setup - Favorites and My Start Page September 22, 2025 1.3

 

This article was developed to provide you with the steps in setting up your dashboard within the Forth CRM. This article includes the following topics:

Setting My Start Page 

One of the first things a User in the CRM will want to do is set up their My Start Page. This is equivalent to setting your homepage in a web browser. When you log in, the system defaults to this page first.

To set your "My Start Page", navigate to the page of the CRM that you would like to set as your My Start Page, then hover over the favorites icon (highlighted in the image below) at the top right of your CRM.

New Dashboard Page Header Jul2025.png

Be sure the "Set current page as start page" checkbox is selected.  

To change your "My Start Page," navigate to the new page, click to uncheck the "Set current page as start page" checkbox.

WARNING
If you already have a designated start page, selecting the My Start Page on a different page replaces the existing one.

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Favorites Overview

Favorites are a collection of your most-used pages in the CRM. The Favorites menu is inaccessible by clicking the star-shaped icon located in the upper right-hand corner on every page.

Favorites Overview in Header Jul2025.png

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Making a page a favorite

  • Go to the page you want to add to the Favorites menu > click Add current page to Favorites. The page is now an option in the Favorites menu.

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Going to a favorites page

  • Select the page from the Favorites menu and click the white checkmark on a green background icon. 

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Deleting a favorites page

  • Select the page from the Favorites menu. When the page loads, click the Delete Selected Page From Favorites icon minusred15.png.

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Article Version History: 

Version Effective Date Description
Basic 03/31/2021 Initial Release
0.1 01/18/2023 Added header and version control footer; refreshed screenshots due to domain change to Forth.
0.2 11/09/2023 Minor Grammatical Updates - no subject matter changes.
1.0 01/26/2024 Integrated the "My Start Page" content into this article; simplified title.
1.1 01/23/2025 Minor grammatical updates; no subject matter changes were made.
1.2 07/01/2025 Updated two screenshots and accompanying language to reflect updates to the CRM Header user interface.
1.3 09/22/2025 Strengthened the title to improve searchability
     

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