Remove a Dashlet

Smaller, floating windows shown on the main screen are called Dashlets.

Dashlets can be removed from your homepage if you do not wish to see them.


Step 1. Log into your CRM database (refer to Logging On for further information).

Your homepage is displayed with your current dashlets.

Dashlets displayed

Step 2. To remove a dashlet from your home page

click the X

A confirmation message is displayed


Step 3.  Click OK to remove the dashlet.

The My Client Assessments dashlet has been removed from your homepage.

Dashlet deleted

Further Information

For further information on Dashlets, refer to the following articles:

Updated on May 10, 2022

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