---
schema_version: "1"
id: 605e5012cc9b25be231d2bc0136a10cb9f210c505c96ff6ccad0cf27b65c7452
title: Customize the Home Tab
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_customize_home_tab.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_home_tab.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5f7c69175b4fe912625901713d00e3f40e290aed83ef1472f0a0e467c1e0a869
description: Customize your Case Management home tab.
products:
  - Nonprofit
release: "264"
---
# Customize the Home Tab

Customize your Case Management home tab.

- **[Customize the Recent Sessions Component](https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_home_tab.htm&release=264.0.0&type=5)**  
    The Recent Sessions section on the Home tab shows users all completed and pending Service Sessions from the current and previous week.
- **[Configure the Contacts Who May Require Followup Dashboard](https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_home_tab.htm&release=264.0.0&type=5)**  
    If you started using Case Management prior to the Summer '21 release (July 13, 2021), perform these setup steps to ensure the that Contacts Who May Require Followup dashboard renders properly.

## Customize the Recent Sessions Component

The Recent Sessions section on the Home tab shows users all completed and pending Service Sessions from the current and previous week.

By default, the Service Sessions shown are those from the All list view on the Service Session tab, but users can select other list views.

You can change the Service Session fields that are shown on the Recent Sessions section of the Home tab.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Click **Service Session**.
4. Click **Field Sets**.
5. Click **RecentSessionsView**.
6. Drag fields to or from the palette and the In the Field Set box.
7. Click **Save**.

You can also configure additional list views that users can select from the Recent Sessions list.

1. From the App Launcher, find and select **Service Sessions**.
2. From ![List View Controls menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/list_view_controls_button.png), select **New**.
3. Give the list view a name. Salesforce populates the List API Name automatically.
4. Select **All users can see this list view** or **Share list view with groups of users**.
5. Click **Save**.
6. Edit the list view filters and save your changes.

## Configure the Contacts Who May Require Followup Dashboard

If you started using Case Management prior to the Summer '21 release (July 13, 2021), perform these setup steps to ensure the that Contacts Who May Require Followup dashboard renders properly.

1. Update the running user for the dashboard.
    
    1. In Case Management, click the **Dashboards** tab.
    2. In the row for the Contacts Who May Require Followup dashboard, click ![More actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/more_actions_icon.png), then click **Edit**.
    3. Click ![Edit dashboard properties icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/dashboard_properties.png) to edit dashboard properties.
    4. In the View Dashboard As section, choose **The Dashboard Viewer**.
    5. Click **Save**.
2. Add the report components for the three reports.
    
    1. Back on the dashboard, click **+Component**.
    2. Choose the Contacts with 3 Consecutive Absences report, then click **Select**.
    3. Change Display As to a Metric Chart.
        
        ![Add Component to Dashboard screen, with the Metric Chart icon highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/cm_dash_component.png)
    4. Click **Add**.
    5. Repeat these steps for the other two reports:
        
        - Contacts Absent for Last Svc Delivery
        - Contacts w/o Recent Service Deliveries
3. Drag the components to arrange them in one horizontal row and resize them to fit the width of the dashboard.
    
    ![Edit mode for the Contacts Who May Require Followup dashbard on the Home page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/cm_dash_components_arranged.png)
4. Click **Save**, then click **Done**.

Return to the Case Management Home page to see the dashboard in action!

![The Contacts Who May Require Followup dashbard on the Home page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/cm_dashboard_home.png)