The Edelweiss homepage design is based on feedback from our users that they wanted something fast, flexible, and easy to customize. The basic ideas behind this design are that you can:

• Customize the “widgets” on your homepage and move them around
• Use Quick Links to easily jump to frequently used items like your Folders, Shelves, Tags, Worklists, Orders, etc.
• Set up multiple widgets of the same type as needed (i.e. view your Worklists and Recently Viewed catalogs at the same time)
• Customize widgets for DRCs, Buzz, and more using your Saved Filters (i.e. quickly view just ‘Sci-Fi DRCs’ or ‘Literary Fiction DRCs’)
• Stay up-to-date with more prominent notifications (DRC approvals, shared markups, etc.)

To get started with customizing your homepage, click Add Widget to view all available widgets.

In the resulting window, you’ll be able to select from several widgets, organized by category. Select one of the options to add it to your homepage.

You can easily drag a widget to a different spot on the page by clicking on the ‘dotted square’ icon to grab the widget and move it to wherever you’d like.

Click the gear icon to add a Saved Filter to a widget.

Set up as many or as few widgets as you’d like! You can have widgets, for example, all with different filters applied, showing all of your hardcover titles that come out in the next week, next to your publishers’ titles that have digital review copies available, etc. Or, you can have a widget for reviews submitted by your contacts next to a widget for notifications of shared markups and orders, next to a widget showing your publishers’ new catalogs, etc. Simply continue selecting Add Widget to add as many as you need.

Change an existing widget to a different widget by clicking the icon shown below…

…Or remove a widget from your homepage by clicking here:

 

Essentially, you can make sure your dashboard looks as simple or as rich as you’d like, depending on your role and how you like to work.