| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Setting Up Your Dashboard | November 09, 2023 | 0.2 |
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
- Favorites overview
- Making a page a favorite
- Going to a favorites page
- Deleting a favorites page
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. Click here for instructions.
WARNING
If you already have a designated start page, selecting the My Start Page on a different page replaces the existing one.
Favorites overview
Favorites are a collection of your most used pages in the CRM. The Favorites menu is located in the upper right-hand corner on every page and can be added to the Favorites menu for easy access and removed if no longer needed.
Making a page a favorite
- Go to the page you want to add to the Favorites menu > click the Add This Page to Favorites icon
. The page is now an option in the Favorites menu.
Going to a favorites page
- Select the page from the Favorites menu and click the white checkmark on a green background icon.
Deleting a favorites page
- Select the page from the Favorites menu. When the page loads, click the Delete Selected Page From Favorites icon
.
3/31/21
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. |