Home Screen Widgets

Home Screen Widgets

What are Home Screen Widgets?

Home Screen Widgets controls which dashboard widgets appear on Mobile Home and the order they display.

How to navigate

Settings → Home Screen Widgets

Using Home Screen Widgets

1. Open Home Screen Widgets from Settings.
2. Drag widgets between Include (shown on Home) and More Charts (hidden/available).
3. Reorder included widgets by drag and drop.
4. Turn Recommended Follow-up, Tasks, Business Card, or Business Card Thumbnail on/off when those options are available.
5. 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.

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