How to set up a custom view as the default home page in the Estimates app?

Updated on December 20, 2020 09:03PM by Admin

The Estimates app of Apptivo enables you to configure a custom view created by you as the default home page. Let’s go through the steps to set up a custom view as the default home page.

Click here to read more about creating custom views in the Estimates app.

Steps to set up a custom view as the default home page

  • In the Estimates app of Apptivo, select Settings from the app header.
Estimates app

  • Go to Customize App → Views from the left navigation panel of the Settings page. On the Views page, you can see the default home page is Estimates Home.
Settings

  • Consider, there is a default view called Priority Estimates. You can click on it in the Default Home Page View dropdown to set it as the default home page.
  • The changes are saved automatically.
Changes Saved

  • When you navigate to the home page of the Estimates app, the Priority Estimates view is displayed as the home page.
New Home Page