How do I Customize Left Panel Views in Estimates App?

Updated on June 16, 2020 06:09AM by Admin

In Estimates App, the left navigation view settings allow you to easily filter the Estimates according to your preferences.

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

Steps to Configure Views

  • Login and access the Estimates app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Estimates app

  • In the Settings page, click on the Customize app and select the Views.

  • In the Views page, you can view the Left Panel views.
  • You can view the Tabs of Enabled and the All views.

  • You can view all the list of Standard and the Custom view types that will be Toggled ON by default.
Left Panel Views

  • Disable the Toggle off for the By Tag.
  • The view will get updated automatically.
By Tag

  • Now, go to the Estimates Home page. You can see the By Tag view will not be displayed on the left panel.
Home Page

Related Links

Customize Default Home Page View

Steps to create the Custom view in Estimates