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

Updated on July 24, 2020 06:32AM by Admin

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

  • 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.
All Views

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