How do I Customize Left Panel Views in Customers App?

Updated on July 24, 2017 11:34PM by Admin

Views are the filters that are easily accessible in 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

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on "More" icon and select Settings at the app header bar.
    Customer Setting
  3. Click on "Views" from left navigation panel.
  4. In "Left Panel Views" column. You can view the following:
  5. You can show/hide views according to your needs. You must switch "Toggle ON" at least one view to be shown in home dashboard.
  6. You will see the enabled views in left panel of Customers App home page.
    Customer Directory

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