Migration - How to add a Linkz Widget

Migration - How to add a Linkz Widget

In this guide, I'll show you how to add the Link Migration assistant to your Rezi Dashboard.

First, click on the Dashboard link at the top of the screen.



Once here, you can create a new Dashboard dedicated to the migration assistant. Click on the red option 'Add new Dashboard' on the right side to add a new dashboard to Rezi.



By clicking on the 3 lines on the left-hand side, you'll see the option to rename. 



Once clicked, you can select Rename Dashboard and call it Migration. Click anywhere on the screen to save the name.



Once created you can click 'Add Widget' to open up the category options.



Once clicked you can select from the categories on the left-hand side. For this example, we'll be selecting the Platformz option. In the next option, you're going to click platforms app and give it a name like migration. Once happy click add widget.



Once this has refreshed your screen. You'll see a list of apps on the screen. Scroll down so you can see the option for 'Linkz Migration Assistant' and click use. (it's towards the bottom)



Once this is on your dashboard you can now start using the Linkz Migration Assistant.






    • Related Articles

    • Using Linkz - The Migrator Assistant

      In this guide, I'll show you how to use the Links Migration Assistant. Linkz is a system migration tool that allows you to import information from 3rd party software. In this example I'll show you how easy it is to migrate from a software like Jupix ...
    • Adding a Person with Search Criteria

      In this guide we'll go through how to add a client with a search on to the system. There is also a video guide on 'How to add a person with a search', which can be found by clicking the link. There are a few different areas within Rezi that will ...
    • Adding a Person

      In this guide we'll go through how to add a client on to the system. There is also a video guide on 'How to add a person', which can be found by clicking the link. There are a few different areas within Dezrez that will allow you to register new ...
    • Creating Custom Dashboards with widgets

      This guide will take you through the creating custom dashboards on your Dezrez homepage. Take a look at our guide on how to Create Custom Dashboards with Custom Widgets You have the ability to customize your home dashboard to show widgets specific to ...
    • Interactive Feedback Workflow

      Stop the chase, automated client feedback requests made simple. The Interactive Feedback Workflow will automatically send out a feedback form via text to the applicant two hours after the viewing has taken place (the time can be changed if 2 hours is ...