Overview

Note: The available homepage views and layout may vary depending on your CustomBooks™ version and configuration.

Homepage Views

CustomBooks™ provides three homepage views that you can access using the links at the top of the screen:

• Workspace – The default homepage view displayed when you first sign in.
• Business Pulse – Provides a view of key business information and activities.
• Bank – Provides access to banking-related information and activities.
  
  

Set a Homepage View as Your Default

If you prefer to start with a different homepage view when you sign in:

1. Select Workspace, Business Pulse, or Bank from the links at the top of the screen.
2. Select the Use as Default checkbox.
3. The selected view will now be displayed first when you sign in to CustomBooks™.
   

Customize the Menu Items

You can customize the menu on the left side of your homepage by adding, removing, or reordering the available panels.

Add or Remove Menu Items

1. Click the   (hamburger) menu in the upper-right corner.
2. Select Settings → Sections panel setup.
3. Use the Add and Remove buttons to control which items appear in the menu.
   
1. Select an item from the left window if you want to add and click Add. For example, if you want to add the Data Import Tool, you can add it to the menu.
2. Select an item from the right window if you want to remove and click Remove. For example, if you do not need the Accounting or Admin Panel, you can remove them from the menu.
4. Click OK to save your changes.
   

Reorder Menu Items

You can also change the order of the menu items:

1. Open Settings → Sections panel setup.
2. Select the menu item you want to move. For example, you can move Sales to the top of the menu if it is the panel you use most frequently.
3. Use the blue up and down arrows to change its position.
4. Continue rearranging the items until they are in your preferred order.
5. Click OK to save the changes.

Customize the Panel Layout

In addition to customizing the menu items, you can change the order of the panels displayed on your homepage.

1. Click the   (hamburger) menu in the upper-right corner.
2. Select Settings → Panel Setup.
3. Drag and drop the panels to arrange them in your preferred order.
4. Click Apply to apply the new arrangement.
5. Click OK to save your changes.

Change the Window Scale

You can adjust the size of the windows displayed on your homepage. This can be useful when you want to display more information on the screen and reduce the need for scrolling.

1. Click the three-dot menu (⋮) in the corner of the homepage.
2. Select Change Scale.
3. Use the slider to increase or decrease the window size.
4. Adjust the scale until the layout fits your preference.
   
5. Click Set for all forms if you want to apply the scale size to all open item tabs.
   

For a quick overview of the process and guided steps, please watch the video below.

Customize Your CustomBooks™ Experience

By customizing your homepage view, menu items, panel arrangement, and window scale, you can configure CustomBooks™ to better fit the way you work. Experiment with the available settings to create a homepage layout that provides quick access to the areas you use most frequently.