Understand and manage the home page display
The CRM home page is the first page every user sees upon logging in. It is designed to provide high-visibility information that helps teams stay informed.
Each home page supports up to five display blocks, arranged from top to bottom:
The first two blocks are managed by the SHR team and highlight system updates or important notices.
The remaining three blocks may be fully customized by the hotel or brand to share internal content, links, reminders, or reference materials.
These blocks allow system administrators to publish helpful information for CRM users, regardless of whether the content relates to SHR products.
Key characteristics
Customizable home page blocks support:
Section name: internal reference only, not visible to users.
Title or headline: visible to users.
Content: HTML supported, including hyperlinks.
Sort order: defines block placement.
Active: controls visibility.
You may configure up to three custom blocks in addition to the two SHR-defined blocks.
Before you start the home page display setup
You must have the correct permissions to modify Home Page Setup.
If you do not have access, contact your SHR representative or property system administrator.Determine the content and links you want displayed before editing blocks.
Ensure all entered text follows system character limits:
Section name: 25 characters.
Title or headline: 50 characters.
Content: 2000 characters.
Access home page setup
Follow the steps below to access the home page setup page.
From the left navigation menu, click CRM Setup.
Click Home Page Setup.
You will now see the list of available home page blocks.
Create a new home page block
Follow the steps below to create a new home page content block.
From the left navigation menu, click CRM Setup.
Click Home Page Setup and click Add Section and enter a section name.
For internal use only not shown to end users.
Enter a Title or Headline.
Visible to users.
In the content field, enter up to 2000 characters.
You may include plain text or HTML.
To add a clickable hyperlink, use:
<a href=https://www.yourwebsite.com>Visit Hotel Website</a>
To include a link within a sentence, use:
This is a sentence and here is my <ahref="https://www.yourlink.com">link</a>
Enter a Sort Order number to determine the block’s position on the home page.
Click the checkbox labeled Active if the block should be displayed.
Click Save and Close.
Modify an existing home page block
Follow the steps below to modify an existing block.
From the left navigation menu, click CRM Setup.
Click Home Page Setup and click the section name you want to edit.
Update the Section Name, Title or Headline, Content, Sort Order, or Active status as needed.
Click Save and Close.
⚠️Important: Deactivating a block removes it from the home page immediately.
Deactivate a home page block
Follow the steps below to deactivate a block without deleting it.
From the left navigation menu, click CRM Setup and click Home Page Setup.
Click the section you want to deactivate.
Ensure the Active checkbox is not selected.
Click Save and Close.
Hyperlink formatting rules: You may use HTML to insert hyperlinks into the block content:
Example one – Simple hyperlink <a href=https://www.yourwebsite.com>Visit Hotel Website</a>
Example 2 – Link inside a sentence This is a sentence and here is my <a href="https://www.yourlink.com">link</a>
Frequently asked questions
Outlined below are some of the most frequently asked questions.
How many blocks can appear on the Home Page?
Up to five. Two are controlled by SHR and up to three may be configured by the hotelier.
Can I reorder blocks?
Yes. Use the sort order field to determine the display order.
Can I include multiple links in one content block?
Yes. Multiple HTML links may be included as long as the total content does not exceed 2000 characters.
Can all users see the Home Page?
Yes. All users land on the home page when logging into the CRM.
What if I do not see Home Page Setup in CRM Setup?
You may not have permissions. Contact your SHR representative or internal administrator.