How do I Customize Left Panel Views in Direct Campaigns App?

Updated on March 9, 2017 03:41AM by Admin

The Views are like filters that are easily accessible in the left navigation panel. They can be configured and set as per your needs in the left navigation of the Direct Campaigns dashboard. This feature enables you to show/hide left panel views and also reorder them.

left panel views

For instance: If you do not want to view “Shared Views” option in the left navigation panel, then, it’s visibility can be hidden.

Steps to Customize Left Panel Views in Direct Campaigns

  1. Go to Direct Campaigns App.
  2. Click on “More (...)” -> “Settings” -> “Customize App” -> “Views”.
  3. By default, all the menu types will be in the enabled state. Now, slide the toggle OFF for the “Shared Views”.
    toggle off shared view
    Note: Select at least one “Menu View” to be displayed on the dashboard. If not, a warning popup will appear.
  4. The changes made will be updated successfully.
  5. Now, you can view only the enabled views in the left navigation panel of the dashboard (Shared Views will not be displayed).
    shared view disabled

Note: The Views in the left panel can also be reordered. Drag and drop the menu accordingly.

drag and drop

The views will be reordered successfully.

views reordered successfully


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