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Overview
Adviser Home is a customisable landing page allowing you to see and organise all your information in neat categories at a glance.
The functionality allows you to check upcoming appointments, tasks and anniversaries, and quickly navigate to other modules and functions of the program.
Widgets
Each category on the Adviser Home page is represented by a box called a Widget, and each Widget governs a specific AdviserLogic module displaying information relevant to that Module.
Create custom widgets from the Customise Adviser Home button, under the Toolbar on the top right of the window.
Add widgets by selecting the toolbox in front of it and Saving.
You can also create a Custom Widget by selecting Add.
👉Follow the Create Custom Widget instructions to build a custom Widget
Select and drag each widget to re-position it anywhere on the page.
You can customise how the widgets appear on your Adviser Home page by selecting the boxes on the top right of each widget.
You can:
Expand to full-screen
Change the information that shows on the widget
The expanded view allows you to set different parameters and run reports from the data held within the widget. Navigate to other widgets along the left panel or minimise the widget by selecting the minimise icon from the top left of the window.
📌Note
Refreshing Adviser Home will return to its previous settings.