How do I customize left panel views in Customer Payments App in Apptivo?

Updated on August 28, 2017 05:33AM by Admin

The Views in Customer Payments App helps in enabling you to show or hide the the left navigation panels and also to reorder them according to your wish. The Views in this App are like filters which helps in showing the payments arranged according to your given fields. They can be configured and set according to your business needs.

left panel views

For instance: If you do not want to view “Shared Views” option in the Left navigation panel, then, it’s visibility can be hidden.

Steps to Customize Left Panel Views

  1. Log in and access Customer Payments App from your Universal Navigation menu bar.
  2. Click on “More(...) -> Settings” icon located at the App header bar.
    settings
  3. You will be redirected to the Settings page. Click on "Customize App -> Views" from the Left navigation panel.
  4. By default, all the menu types will be in the enabled state. Now, slide the toggle OFF for the “Shared Views”.
    disabled shared views
  5. The changes made will be updated successfully.
  6. Now, you can view only the enabled views in the left navigation panel of the dashboard (Shared views will not be displayed).
    left panel views

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