Users can set their default home page screen to any module within Mothernode. Module home pages are listing screens that contain recent records, which are typically accessible from the navigation menu. Using this feature is ideal for users who often work in one specific module. For example, sales reps can set their home screen to leads and opportunities, while customer service reps can set the case module to be their home screen.
By default, the My Day page is the landing page, but users can change this in their user profile. The pages you can set as your landing page will be depend on your Mothernode subscription, because not all editions include the same modules.
Your default home screen will always be accessible upon login or by clicking the Mothernode home icon in the top left corner:
Users can set their home page to the following modules:
- My Day (Default)
- Customers
- Contacts
- Leads and Opportunities
- Quotes
- Orders
- Invoices
- Purchase Orders
- Cases
- Work Orders
- Sales Management Dashboard
- Marketing Dashboard
Setting your home screen
- Open your User Account Profile
- Under General Settings | Start Page, select the desired home page, and click Save
The selected start page will now appear when you first log in to Mothernode or click the home icon as shown above.
