Navigating the Dashboard & Widgets

Go to the Adviser Cloud dashboard (1st screen you arrive at when you log in)

 

 

Or click the blue cloud icon to return to the dash board from another page (icon found bottom left corner)

 

The following widgets are available

New Clients:

Recent People:

 

 

Quick Links to popular pages

Tasks Due

Note: If the widget you require isn't automatically displaying you can click the cog button on any of the other widgets and then configure the dashboard to include on  your dashboard display.

 

 

 

Select required module and click close.

 

 

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