Customize Your Member365 Dashboard

The New Member365 Dashboard gives you a central place to access the tools and information you use most often. You can customize your dashboard so that important information and frequently used features are easier to find.

Why Customize Your Dashboard?

A customized dashboard can help you:

• Access frequently used Member365 features faster
• Keep important information visible at a glance
• Organize your workspace around your organization's needs
• Reduce the time spent searching through the CRM
• Create a more efficient daily workflow

Use the available dashboard customization options to organize the information that is most useful to you.

You may be able to:

• Reorganize dashboard widgets/sections
• Move frequently used items
• Show or hide available dashboard components
• Adjust the information displayed on your dashboard
• Create a profile that better matches your role

Tip: Keep your dashboard focused on the tasks you perform most often. You do not need to display everything available in Member365.

Prioritize Your Most-Used Features

Consider placing the tools you use regularly where they are easiest to access.

For example, an administrator who manages members every day may want quick access to membership and contact-related information, while an events administrator may prioritize event-related tools.

Your dashboard profile should support your workflow, rather than requiring you to change your workflow around the system.

Recommended Dashboard Setup

For a more efficient Member365 experience, consider organizing your dashboard around these example  tasks to create profiles:

Daily Tasks

• Member management
• Contact records review/management
• Membership alerts
• Tasks and follow-ups

Revenue and Membership

• Membership and Renewal applications
• Events
• Payments and invoices
• Billing activity

Engagement

• Events
• Communications
• Forms
• Member activity

Administration

• Reports
• Lists
• System management
• Administrative tasks

Tips for an Effective Dashboard

Keep It Simple

Avoid displaying information simply because it is available. Focus on the information you need to make decisions or complete tasks.

Organize Around Your Role

Different users may have different responsibilities. Your dashboard should reflect the work you personally perform in Member365.

Review It Regularly

As your responsibilities change, your dashboard may need to change as well. Periodically review your dashboard and adjust it to match your current workflow.

Use the Dashboard as Your Starting Point

Instead of searching through the CRM each time you need to complete a common task, use your customized dashboard as your starting point.

Frequently Asked Questions

Can every Member365 user customize the dashboard?

Dashboard options may depend on your Member365 account configuration and user permissions. If you do not see a customization option, check with your organization's Member365 administrator.

Will customizing my dashboard change information for other users?

Dashboard customization is generally intended to personalize your working experience.

What should I put on my dashboard?

Start with the features and information you use most frequently. A good dashboard should make your everyday Member365 tasks easier and faster to access.

Can I change my dashboard later?

Yes. As your responsibilities or workflow change, review your dashboard and adjust it to keep the information you need readily available.

Excited to personalize your dashboard? Go to Member365 Custom Dashboards Getting Started page and be ready to immerse on a different dashboard experience!

Need Help?

If you need assistance customizing your Member365 Dashboard, visit the Member365 Help Center for additional resources and tutorials.

If you cannot find the information you need, submit a support ticket with details about what you are trying to accomplish and include screenshots when helpful.