Client Dashboard

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The Client Dashboard enables you to aggregate client information onto a single screen using portlets.

To open the Client Dashboard, choose View > Client Dashboard.

To customize your dashboard, see Working with portlets.

Adding portlets

To add portlets to the dashboard, click the Select Portlets link in the top-right corner of the screen, or right-click in the dashboard and choose Select Portlets from the context menu. In the Select Portlets dialog, mark the checkbox next to the portlets that you want to add and click OK.

Notes

See also

Using the dashboards

Working with portlets

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