How do I Customize Default Home Page View in Customers App?

Updated on July 13, 2017 12:13AM by Admin

Default Home Page View is the view that you see as soon as you log into your account. By default, it will have the applications, navigation bar and search box and so on. Apptivo CRM users can customize their home page as per their requirements.

Lets quickly go over the same.

Steps to Customize Default Home Page View

  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-settings
  3. Select "Customize App" drop down. Click on “Views” from left navigation panel.
    views-customization
  4. You can view “Default Home Page View”.
  5. You can change default home page view by selecting any one among the following:
    • Customers Home - Displays default customers home page with news feed and recent customers.
    • Show All – Displays all Customers.
    • To Follow Up – Displays the customers need to follow.
    • Directory – Displays customers by directory.
    • By Category – Displays customers of different categories.
  6. By default you can view "Customers Home" page view.
  7. Select any one from drop down, to set default home page view. For instance: Show All.
    default-homepage-view 
  8. You can view default home page as shown in the image below:
    customer-dashboard

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