Default Portal Startup

Set CRM as Default Portal Startup

1. Click the User Settings button  in the top-right corner.
2. Go to Preferences > Default Startup.
3. Choose CRM from the list.

Alternatively, you can choose from:

1. Apps
2. Workspace — you’ll be asked to select which workspace to load and the default view out of the following:
   • Kanban
   • Dashboard
   • Inbox
   • Activity
   • Estimate
   • Takeoff
   • Gantt
   • Job Costing

In the Default Startup, you can optionally toggle:

1. Hide Predefined Columns
2. Hide Clients Column