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CRM Home Page and Calendar

netFORUM's Home page allows you to view a list of personal and public calendar items.

From the CRM Home page you can view:

  • My Favorites:  Links to netFORUM Pro pages you use often and have set as favorites in the Favorites menu.
  • My Current Default Batch
  • My Unfinished Calendar Items:  Personal to-do items or projects.
  • Announcements:  Company announcements or reminders.

To navigate to the Home page:

  1. Click the Modules menu in the main toolbar. In the drop-down menu that appears, click CRM.
  2. Expand the Home group item.
  3. Click My Home. The CRM / Home page appears.