1. Overview

1. Administrators can configure tenant-level CRM homepages through the Admin Console, supporting multiple CRM homepage configurations that can be switched in the frontend.
2. Personal-level CRM homepage configuration is supported for user convenience.

2. Configuration Guide

2.1 Tenant-Level CRM Homepage Configuration

2.1.1 Create a New CRM Homepage

• Navigate to Admin Console > UI Customization > CRM Homepage and click Create New in the upper-right corner.

2.1.2 Enter Basic Information

• Enter the homepage name.
• Set the template priority (higher numbers indicate higher priority).
• Provide a homepage description.
• Select the applicable scope (by colleague, Dept., or Role).
• Choose a page layout.

2.1.3 Configure Layout Rules

• Drag and drop components to customize the page layout.

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2.2 Personal-Level CRM Homepage Configuration

2.2.1 Switch Personal-Level CRM Homepage

• Click the configuration icon in the upper-right corner of the CRM frontend and select the desired CRM homepage to switch.
• If the desired homepage is not listed, check in the Admin Console whether the current user is included in the homepage’s applicable scope.

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2.2.2 Configure Personal-Level CRM Homepage

• Click the configuration icon in the upper-right corner of the CRM frontend and select Manage to access the personal-level CRM homepage management page.
• Click Create New to enter the personal-level CRM homepage setup page.
• The steps for creating a personal-level homepage are the same as for tenant-level.
• Personal-level CRM homepage configurations do not affect tenant-level CRM menu settings in the Admin Console.
• In the Admin Console list and user-facing CRM homepage list, templates with higher priority appear at the top. However, the system remembers the last homepage a user accessed by default.

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Entry point for managing personal-level homepages

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Personal-level homepage configuration management

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Entry point for creating a new personal-level homepage

3. FAQs

3.1 What is the translation path for CRM homepage components in the translation workspace?

• Application > CRM Application > Homepage Component Name

3.2 Why do some organizations have the “Rich Text” component while others don’t?

• The “Rich Text” component requires applying for the beta feature: “Support for Rich Text Component in Designer Component Library.”