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Setting a Default Dashboard

To set a default dashboard:

Select My CRM | Dashboard, click on the Dashboard drop-down arrow, and select Dashboard Options. If a default dashboard has already been set, a check mark icon is displayed next to the current default dashboard.

Use the Filter by field to narrow the list of dashboards. The Filter by field works on a "Begins with" basis. For example, type "a" and you get a list of dashboards and categories beginning with the letter "a". You can also modify your category names from this dialog. Highlight the category and select Modify Category. A category containing dashboards cannot be deleted. The No Category category can only be modified by the System Administrator via Administration | Translations.
Highlight the dashboard you want to set as your default, and click Set Default. A check mark icon is displayed next to the dashboard to show that the default dashboard is set. You can close the dialog with the close (x) icon, or select and open the default dashboard by clicking OK.
Click OK. The default dashboard is displayed on your workspace. It is also displayed as the first dashboard after your next logon, even if you have been working with other dashboards during your last user session.

To clear a default dashboard, highlight the default dashboard and select Clear Default.