The home screen in Repbox is an amazing tool each user has the ability to fully customize to fit their own personal needs. This article will attempt to show how to customize the home page by adding widgets and reports for a snapshot of their days.
First, the home page can be accessed at any point when first logging in, or clicking the rocket ship doodle on the top left of any Repbox window.
https://lh3.googleusercontent.com/_MO1IzOzP1rD0hdb5aW7Ugc8wdpc9zyCTvJBCWKwTsIrfZPo3ZA35Sa_dsFIBAx-AVgh01mbityrQkCE0AlCRWExIiLla4kRKjEdqB-fequbFVC_6vMXOuKRRNQzDIupnEUVtQ-fpdVMeBgyEvUr9Qc
https://lh3.googleusercontent.com/jt4gX0k-YacmHi5EMP0EoApruszxkyI75c3h6tycQz4lzTO3vSzw9rZyHoi4fXBocBSbv7GIwWMzQyV4O9JD0Jhu_OM3DjM--EX7568kfVF523HQ6-e-CrfmE4OBmKPQnMf2YQvtNDhg5a8zb1Kg-xM
Every users' home page is blank or empty as a default.
https://lh6.googleusercontent.com/yZLjB_fqDoFqAV71kwv5Dw5I0zKSjmyhjvKltv3YQR2u0Y3eyPOw2LGbJd04f8hOopb9DQEMuRDLz_wFtM5M4IdNbRzR3usOrVDB6vFRuXs3IDROeH-I7Jos58vln5MFx3ylT3Sgf9Xpva3rAJ5i-5E
It's important to note that every users home page is separate from other users. What this means is that Admin's cannot customize another user's landing page while logging into that admin's account. The user who is logged in must edit their own landing page. Every widget can be moved, resized, refreshed to pull new data, or removed from the home screen.
Adding widgets to the home screen is what makes it so special and useful. There are a bunch of different widgets that can be added to the home screen.
While on the home screen, look to the right of the window, you will see a "Add Widget" button. Click that button to populate the drop down options.
https://lh3.googleusercontent.com/tT1WleQS1MbzI2IVlTJvVYC8311xF0dE0k7l9Tqhj8c2rd-o-x5TSA4__Onit9tMiPzk7JOScUGY_6iFGs0LzVB_4_UPItwn-3MwlHOWNvC9veATRcW5zskMUuSwifD1v8N1Pr21OYo-q-6b9wE5MRE
Once you click "Add Widget" there will be a bunch of options that pop up. Scroll through these options and pick the one you want. (Some of these may need more customization and further set up)
https://lh4.googleusercontent.com/6czsz0eAUp5_bugq43SgWMlwCqtdmrhrabhhz375GtDQ2whBHsrzJozzGdIQ8-fVLxrEAyOqP7gF0QK0bA5M-nEwcaQ8hzOOPeMMPFW-odNBrFaFDSbfpMBjuQtiWQL_UY6USapnuBLOHXTQTPsPnWQ
This list is scrollable, which means there are many more options available than what is initially shown.
Mini Lists are a way for the user to see snapshots of Modules on their home screen. This can be done with any module such as contacts, opportunities, quotes, accounts, etc. These are first set up in the module. (See related article of Listviews)
First you are going to want to go to your home screen and click the "Add Widget" button.
https://lh4.googleusercontent.com/x2y6CY4elRpFbo8p97p_b0Q-6rNIWbFq3NDG5mYbrcIMKKmIVjqtxbErRJjbgp_onlCl9-1ZpbLQKulCmBJNTr7uTV0tPDIjdAAy8emjEI61-XlZoAGIW-6oLSxPLIEwFkHlJpzkNnCTYr3sW2rQA5w