How to Personalize Your Workspace

How to Personalize Your Workspace

HARi CRM adapts to how you work. You can customize your navigation, dashboard, views, and display preferences so the CRM feels like it was built just for you.

Customizing the Sidebar Navigation

1. Click the Settings gear icon at the bottom of the left sidebar
2. Select Navigation
3. Customize what appears:
   • Reorder items — Drag entities up or down to put the most-used ones at the top
   • Hide items — Toggle off entities you do not use (e.g., hide Invoices if you do not use billing)
   • Group items — Organize entities into sections (e.g., Sales, Operations, Support)
4. Click Save

Your navigation changes are personal — they do not affect other users.

Setting Up Your Dashboard

Your dashboard is your home screen. Make it show what matters to you:

1. Go to your Dashboard
2. Click Edit Dashboard
3. Add widgets:
   • Charts — Visualize pipeline, revenue trends, or activity counts (learn more)
   • Lists — Show upcoming tasks, recent leads, or deals closing soon
   • Counters — Display key numbers (open deals, overdue tasks, new leads this week)
4. Arrange widgets by dragging them
5. Click Save

Setting Default Views

For each entity, you can set a default view that loads every time:

1. Navigate to an entity list
2. Set up your preferred filters, columns, and sort order
3. Save the view
4. Click the star icon next to the view name to make it your default

Next time you visit that entity, your preferred view loads automatically.

Display Preferences

1. Click your profile avatar in the top-right corner
2. Select Preferences
3. Adjust:
   • Language — Choose your interface language
   • Date format — DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD
   • Time zone — Your local time zone for dates and reminders
   • Currency display — Default currency for financial fields
   • Records per page — How many records to show in list views

Notification Preferences

Control how and when you receive alerts:

1. Go to Notification Preferences (from your profile menu)
2. Toggle email and in-app notifications for each event type
3. See Configure Email Notifications for detailed setup

Tips

• Put your most-used entities first — If you live in Opportunities, make it the top sidebar item
• Build a morning dashboard — Include overdue tasks, deals closing this week, and new leads
• Save entity-specific views — “My deals closing this month” is more useful than “All opportunities”

Next Steps

• Add a Chart to Your Dashboard
• Create a Saved View
• Share a Saved View with Your Team