How do I Customize Default 360 in Customers App?

Updated on July 14, 2017 11:38pm by Admin

A 360 degree view means, the user can view all the tabs in his homepage at a glance.  This is an important feature in Apptivo CRM because you can down load all the applications that you want on your homepage. Here are the steps to  customize 360 degree view when you are using customer app.


Steps to Customize Default 360

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on "More" icon and select “Settings” located at the app header bar.
    Customer Setting
  3. Click on “Views” from left navigation panel.
  4. You can view "Default 360 App” as shown in the image below:
    Views
  5. Click on “Default 360 App” drop down and select your preferred App.
     Default 360
  6. You can view your preferred app in 360 tab as shown in the image below:
    360 View 

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