How do I create my views in Customers App?

Updated on April 16, 2020 06:02AM by Admin

Customers app from Apptivo helps you to manage your business and the ales customers. And this is one of the most important apps of the Apptivo CRM apps. With that, you can customize the views of the customer’s app as per your preferences. You can customize the views like filters to show particular information based on certain criteria.

Let's consider, Miss. Sarah Castro is the sales representative and she wants to customize her assigned customers to send the welcome message. For that, she wants to create a list of customers who are opted for the mail list i.e those who had unsubscribed from the mail list. Please follow the steps on how to create the custom view for the unsubscribed customers.

Steps to create

  • Login and access the Customers App from the universal menu.
  • Click on the More(...) icon and select the Settings.
Customers App
  • In the Settings Page, click on the Customize App and select the Views.
Settings
  • Click on the Create button under the Left Panel Views.
Left Panel Views
  • In the Create View, add the Title and Description.
Create view
  • You can select the required Privilege from the dropdown.
  • Select the List Layout that required to be customized from the dropdown.
List Layout
  • In the criteria section, select the attribute from the dropdown.
  • Here, the unsubscribed list has to show in the customized view list.
Criteria
  • Now, click on the Create button.
Create Button
  • Once the list is created, you can view the created list on the left panel views.
View Created
  • Now, go to the Customers App home page, you can view the created list under the shared view.
  • By clicking on the Unsubscribed list, you can view the list of customers who have unsubscribed their emails.
Unsunscribed List
  • By using the Display Toggle, you can hide the created view.
Display Toggle
  • Now, the unsubscribed list view will not be visible in the left panel view.
Not Visible

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