Home Screen Widgets
Contents
Home Screen Widgets
What are Home Screen Widgets?
Home Screen Widgets controls which dashboard widgets appear on Mobile Home and the order they display.
Settings → Home Screen Widgets
Using Home Screen Widgets
- Open Home Screen Widgets from Settings.
- Drag widgets between Include (shown on Home) and More Charts (hidden/available).
- Reorder included widgets by drag and drop.
- Turn Recommended Follow-up, Tasks, Business Card, or Business Card Thumbnail on/off when those options are available.
- Changes are saved and applied back to Home.
Features include
- Include section – Widgets currently shown on Home.
- More Charts section – Additional widgets you can add.
- Drag and drop – Reorder or move widgets between sections.
- Recommended Follow-up toggle – Show/hide follow-up suggestions on Home.
- Task widget toggle – Show/hide tasks on Home.
- Business Card / Thumbnail toggles – Control business card widgets on Home.