How do I customize default 360 in contacts app?

Updated on September 1, 2017 12:29AM by Admin

Default 360 App is a prominent feature of Apptivo CRM. It allows the user a bird's eye view of his homepage. When you configure 360 degree App, it allows you to select an app you would like to show when viewing 360 tabs on your contacts.

Steps to Customize Default 360 App

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

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