Select Portlets dialog

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

The Select Portlets dialog enables you to select the portlets that appear on the Home, Firm, Staff, Client, and Workpapers dashboards.

  1. To open the Select Portlets dialog from any dashboard, click the Select Portlets link at the top-right corner of the screen, or right-click and choose Select Portlets from the context menu.
  2. Mark the checkbox next to each portlet that you want to add to the dashboard and clear those that you want to exclude from the dashboard view.

Related topics

Portlets, overview

Working with portlets

Workpapers portlets, overview

Workpapers Dashboard

Using the dashboards

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