Home Dashboard Should be Customizable

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    HI Rusty - 

    Thank you for sharing your feedback! We had a long-running feedback request for a similar idea open previously, and the product team evaluated it and let us know that, due to other priorities and the size of the technical lift required to make the dashboard customizable, this is not something they are going to be able to prioritize for the foreseeable future. 

    All of that feedback remains available to them, and I will add your comment to that list. But to set expectations I do not expect that decision to be revisited this year. 

    Please do continue to share your feedback with us! We always appreciate understanding what's important to our users. 

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  • Rusty Wilson
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    Thank you very much for the quick reply. While I'd like the feature, having my expectation set properly (and quickly) is almost as good. I can certainly use views to workaround this - this request was more about the "immediate experience" after login. An alternative to consider (and perhaps easier) would simply be to let the admin determine the default page shown to agents (i.e. I could specify a view). I will move forward using the "Views" approach.

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    You're welcome, Rusty. I'm sorry it's not the exact solution you were hoping for, but I am glad that knowing where it stands enables you to figure out another solution. 

    I'll mention your thought on allowing admins to set a default page to our product team. 

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  • Au Finh Saechao
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    Rusty Wilson while it's not exactly a solution either, some of our clients use our free Agent Dashboard app to create a "custom home page" for their agents. Pretty powerful if you have access to a reporting tool like Looker or Tableau. Agents still won't land on the app by default, but we're seeing pretty good adoption by teams who have installed it.

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