How do I Customize the Default Home Page View in the Insurance Tracker App?

Updated on June 5, 2017 02:48AM by Admin

The Homepage is the page that appears first when the user access the app. Insurance Tracker App allows you to customize the homepage you want as default.

For instance, a Sales Manager wants to view only the insurances that expires within 0-30 days in his home page. Then, in that case, “By Insurances Expiry” can be set as his default home page. Follow the below steps to customize.

Steps to be followed

  1. Go to Insurance Tracker App from app header bar.
  2. Click on “More(...)” icon -> “Settings” -> “Customize App” -> “Views”.

    settings

  3. In Views homepage dashboard, choose “ By Insurances Expiry” from the Default Home Page View dropdown. Then, select “In 0 - 30 Days” option.

    drop down

  4. You can change default home page view by selecting any one of the following:
    • Insurance Tracker Home - Displays default Insurance Tracker App home page with news feed and recent insurances.
    • Show All - Displays all Insurances.
    • By Insurance Expiry - Displays the insurance according to the specified expiry date.
    • By Tags - Displays all the insurances according to the created tags.
  5. Thus, “By Insurances Expiry - In 0 - 30 Days” appears as the default homepage view when the sales manager access the App.

    home page view

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