How do I Create a Custom Left Panel View to filter By Industry?

Updated on June 12, 2017 05:39am by Admin

At times you would want to analyze the information in the customer table for making effective business strategies.  This is possible by customizing views.

Apptivo Customer App allows the user to Customize  views. It  allowss you to create a new view by defining the criteria as per your requirement. The custom views created by the user will be listed in the left panel views of customers app.

For instance: If the manager want to see the data of the  customers, who all are by "Construction" industry.  Go through the following steps.

Steps to Create a Custom Left Panel Views By Industry

  1. Access Customers App
  2. Click on “More (...)” -> “Settings” -> “Customize App” -> “Views”.
  3. Click on “Customize App” drop down and click on “+” icon beside the “Views”.
  4. In create view page, do the following:
    • Title - Provide the title of the view.
    • Description - Description about the View.
    • Privilege - Privilege to the users.
    • List Layout - Select the list layout for custom view.
    • Criteria - Specify criteria to filter the record.
  5. Click on “Create” to complete. In Customers dashboard, you can view the created views as shown in below:

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