To access the Options screen, select Tools, Options from the menu bar. On the Options screen, select the Home tab. After you define your settings, click Apply.
 
  • To display favorites on the Home page, mark the Show favorites checkbox in the left frame of the Home tab. Then mark checkboxes for the functions you want to appear on the Home page.
    • To locate functions in the list (such as Create a new payment, Create a new student, or Open individual), click Find
       
    • To edit and organize the list of favorites, click Organize Favorites

      Note: You can also organize favorites by selecting Favorites, Organize Favorites from the menu bar>
       
  • To show actions with a current due date on the Home page, mark the
    Show actions checkbox in the left frame of the Home tab. The action reminder appears according to the auto-remind time
    set on the Actions tab on the record.
     

Note: It is not necessary to log out to see the selected items on the Home page. They appear immediately.