Configuring the Welcome page Group List widget

To configure the Group List widget:

Note: To use the Dashboard Group List widget, see Working with a Dashboard Group List widget.
  1. Click Welcome on the Navigation Pane.
  2. Select the required tab to add a widget to or contains the widget you require to edit.
  3. Add or edit a group list widget. See Using Welcome page widgets
  4. Specify a widget title in the Title field.
  5. Select an Entity and a Group from the list. For example, Opportunities, and Closed Won.
  6. Specify the Number of Records in the list. For example, 10, 25, or 50.
  7. Specify the number of records to be visible in the Visible Records field. For example, 10, 25 or 50.
    For example, if you have specified 50 records in step 3, but only require to see ten at a time in the list, type 10. The widget resizes to accommodate the number of visible records.
    Note: You can use any number between 1 and the maximum number of records configured to display. The default maximum is 50.
  8. Click OK. The widget displays the list.
    Note: To display or hide columns in a group list, right-click any column header and select the columns to add and clear the columns to remove.