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How to change the dashboard of CRM Companion

  • Jun 23, 2025 1:12 AM UTC
  • 2 replies
  • 99 views

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  • Sidekick (Employee)

Hi All,

If is it possible to change the dashboard of CRM Companion via configuration or other way.

For example, add opportunities to the dashboard. Thank you.

 

Best regards,

Feng

Best answer by Uvina Jayamaha

Hi ​@feng,

After following the conversation on How to design mobile screens / layouts for all the users in CRM Companion app. | IFS Community it seems that the dashboard of the CRM companion cannot be redesigned.

Best Regards,

Uvina Jayamaha.

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2 replies

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  • Hero (Employee)
  • Answer
  • Jun 23, 2025 8:27 AM UTC

Hi ​@feng,

After following the conversation on How to design mobile screens / layouts for all the users in CRM Companion app. | IFS Community it seems that the dashboard of the CRM companion cannot be redesigned.

Best Regards,

Uvina Jayamaha.


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  • Author
  • Sidekick (Employee)
  • Jun 24, 2025 12:13 AM UTC

Hi ​@Uvina Jayamaha 

Thank you very much.

Best regards,

Feng