Your dashboard is effectively your home base, which is why there are several tools designed to personalize it so it helps get your the information you need in a way that feels intuitive to your workflow.
How to Customize Your Dashboard Cards
At the top of your dashboard, you have cards that show a range of metrics to give you a high-level overview of your accounts. These cards feature data like Total Clients, Clients Invited, Time Saved By Ester, Total Client Estate Value, and more.
At the top of your dashboard, select Manage Cards.
From the side panel, select which cards you'd like to feature on your dashboard. You can have four cards live at a time.
Once you've selected your cards, click Save.
How to Pin A Client To the Top of Your Dashboard
While you can always use the search bar to find a specific client, "pinning" clients to the top of your dashboard can be a helpful way to keep recent prospects or top accounts easily within reach.
Locate the client you'd like to pin.
Hover over the left-side of the client name until the pin icon appears.
Click the pin icon.
Success! Now your pinned client will appear at the top of your dashboard. You can pin as many clients as you'd like.
How to Customize Your Dashboard Columns
You have a range of client activity columns in your dashboard, including Document Creation Status, Days Since Last Review, Report Creation Status, Number of Documents Reviewed, and more. Here's how you can utilize these columns on your dashboard:
Reordering Columns: Hover over a column to easily drag and drop it into a desired order on your dashboard.
Filtering: You can filter clients based on any of the columns using the Filter menu.
Hide/Show Columns: Select Manage Columns to check which columns you'd like visible on your dashboard.