Information Boxes on the Desktop

The desktop shows a number of information boxes, containing key information extracted from your data. By default, there are numerous information boxes that vary depending on the active focus area.

You can exclude information boxes from being displayed, or can select to show a different information box instead. For example, if you would like to replace the My Activities information box under the Contact Management focus area, with another box, you can click on the downwards arrow in the top-right of the relevant information box, and select Change information box. Select the information box you would like to display in place of the current one, from the list that appears.

If you would like to edit the information box in more detail, right-click into it and select Adjust. In the window that appears, select which information boxes you wish to display from the list. Please be aware that different focus areas have different amounts of space available. The Contact Management focus area, for example, offers room for 2 information boxes. Any changes you make will apply to your own user profile only. Other users can choose their own settings.

The user settings allow you to decide whether the information boxes should be updated when starting up (the window) or when the user clicks on Update. The latter option may be especially useful for multi-user environments where the network has a lower capacity. Read more about this User Settings for Desktop.

The information boxes are limited to 200 items.