How do I Customize the Left Panel Views in the Promotions App?

Updated on May 31, 2017 04:47AM 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 Promotions dashboard. This feature enables you to show/hide left panel views and also reorder them.
left panel views

For instance: Consider a Sales Manager (Katie Dustin), who does not want to view the “Shared Views” option in the left navigation panel. In that case, it’s visibility can be hidden.

Steps to Customize the Left Panel Views

  1. Go to the Promotions App.
  2. Click on “More (...)” icon -> “Settings” -> “Customize App” -> “Views”.
    customize left panel views
  3. By default, all the menu types will be in the enabled state. Now, slide the Toggle OFF for the “Shared Views”.
    shared views toggled off
    Note: Select at least one “Menu View” to be displayed on the dashboard. If not, a warning popup will appear.
    left panel error popup
  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 views disabled
  6. Besides this, the Views in the left panel can also be reordered. Drag and drop the menu accordingly.
    reorder left panel views
  7. The views will be reordered successfully.
    views rearranged

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