How do I customize left panel views in Customer Payments App in Apptivo?

• Log in and access the Customer Payments App from your Universal Navigation menu.
• Click on More(...) icon and select the Settings.

• You will be redirected to the Settings page. Click on Customize App and select Views.
• You can view all the Views in the Enabled and the All view tabs.
• In the Enabled View tab, you can view all the current enabled views.
• In the All views tab, you can view all the views including the disabled views.

• By default, all the menu types will be in the enabled state. Now, slide the toggle OFF for Shared Views.
• The changes will be updated automatically.

• Now, you can view only the enabled views in the left navigation panel of the dashboard (Shared views will not be displayed).

Related Links 

• Create custom attributes
• Customize receivables
• Customize payment methods