You can edit a Home view to change the information it displays. You can change which panes are included, reorder those panes,
and add additional panes. You can switch the view template on which
the layout is based (panes automatically reorder themselves
when you do this).
Note: The changes
you make to your Home views are only visible to you.
To edit a Home View:
- .
If the current Home view is not the one you want to edit, click More Home Views and select the one
you want to edit.
- Click Edit
This Home View on the Tab Toolbar.
The Edit Home View displays.
- Make the edits you want:
- To change the name
of the view, type the new name in the Name
box.
- Select Set
as Default if you want the view to be your default Home view,
or clear the option if you do not want it to be your default
view.
- To change the layout, select a different layout from the list of templates.
The current panes reorder themselves based on the template you select.
- To add a
pane, click the name of the component and drag it to the organization
area.
If you add a single occurrence component, the pane is grayed out in
the list (you can only add it once).
If you add a multiple occurrence component, the pane remains available
to be added again if you choose.
- To
reorder the panes, click on a pane in the organization area and drag it
to the new location.
- To remove a pane, click the delete icon in the upper right corner of the pane.
A confirmation message displays. Click Delete to delete the pane or Cancel to cancel the deletion.
- Click Save
to save the edits and return to the Home view, or Cancel
to discard the edits.
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