How do I Customize Left Panel Views in Customers App?

Updated on August 20, 2020 09:49PM by Admin

Views are the filters that are easily accessible on the left menu. Views can be configured and set as per your needs.  To view all the menu options in the left navigation panel of the homepage, you need to configure the settings of customers.

Steps to Customize Views

  • Log in and access Customers App from your universal navigation menu bar.
  • Click on the More(...)  icon and select Settings at the app header bar.








 Customers

  • Click on the Customize app and select the "Views" from the left navigation panel in the Settings.
  • Under the Left Panel views, you can view All Views and Enabled Views tabs.
  • In Enabled Views, you can view all enabled views.
  • In All Views, you can view all the Views including the Disable Views.


 Settings

  • All views, You can view the following:
    • Show All
    • To Follow up
    • By Category
    • By Directory
    • By Market
    • My Views
    • Shared Views
    • Quick Views
  • You can show/hide views according to your needs. You must switch "Toggle ON" at least one view to be shown in the home dashboard.
  • For Instance, disabled the By Tag.
  • Changes will get updated automatically.


 All Views

  • You will see the enabled views in the left panel of the Customers App home page. 


 Home Page

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