Widgets are mini tools that provide information for easy access and functionality to perform different tasks. User may set up Advisor360 and Client360 Dashboard from a selection of widgets.
To set up widgets on Advisor360 & Client360 Dashboard:
1) Upper right, click “Manage Dashboard”
2) Option to select 2 vs 3 columns setting
3) Click on each category with a blue + sign to expand and see all widgets.
4) Double click or click and drop the widget to the Dashboard
5) Click the Triangle to close the “Manage Dashboard” menu
6) To remove widgets, click the 3 dots located at upper right of each widget
To set up widgets on Client360 Classic Dashboard:
1) Click “Add Widgets”
2) Option to “select a Dashboard Template”
3) Click left and right arrow to view other available widgets
4) Double click or click and drop the widget to the Dashboard
5) Click “close” to close the widget menu
6) To remove widgets, click the x located at upper right of each widget
To arrange widgets - click on the widget header bar to move it around.
Additional personalization (some widgets) – click 3 dots and Settings.
Hide / Show content – click on Hide All Content to collapse all widgets, or click on 3 dots and Hide Content on one widget. Do reverse to expand widgets to show content.