This article applies to Lenders, Forwarders and Agents





Step 1: Navigate to a case and click on the pencil in the Dashboard tab



Step 2: Choose the desired modules you want displayed in the case dashboard by dragging and dropping options from the Available Modules column to the Displayed Modules column on the right.


You can also adjust the order in which your options are displayed by moving them up or down the list. 




All module options you choose will be displayed under the case Dashboard tab.