Once you are successfully signed on to FI Works, your home page is displayed. Your home page is your personalized view of information in the system. It is designed to give you a quick look at the health of your business and to show current activities.
The Home Page has the following components:
- Application Logo - Used to go to your home page
- Menu - The main menu controls access to the major features of FI Works
- Collapse Menu Icon - Used to collapse or expand the menu
- Search Box - The search box allows you to search for customers, accounts, prospects, leads, centers of influence and reports using a variety of search criteria.
- Notification Icon - Shows the number of activities assigned to you
- Add Button - Used to add a Prospect or Center of Influence
- Help Center Icon - Used to access the Help Center
- User Name - View user profile, change password or sign out
- Home Dashboard - Shows your selected home page dashboard
Selecting Your Home Dashboard
When you sign in for the first time, FI Works displays a page that allows you to select the dashboard that you would like to view as your home page.
Select the dashboard that you would like to use. The list of dashboards available is determined by your local administrator. If that list is empty, your administrator has not shared any dashboards with you.