How do I Customize Default Home Page View in Cases App?

Updated on January 15, 2017 09:34PM by Admin

Steps to Customize Default Home Page View

  1. Log in and access Cases App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    cases-app-settings
  3. Select "Customize App" drop down and then Click on “Views” from left navigation panel.
  4. You can view “Default Home Page View”.
    default-home-page-view 
  5. Click on “Drop down” panel to select a default home page view, which includes:
    • Cases Home – Displays default cases home page with news feed and recent cases. 
    • Show All – Displays all cases. 
    • By Queue – Displays the cases assigned to you. 
    • To Follow Up – Displays the cases need to follow. 
    • By Status – Displays cases with all statuses. 
    • By Type – Displays cases with all types. 
    • By Priority – Displays cases with all priorities.
    • By Tag – Displays cases with all Tags.
  6. You can set your own custom home page. For instance: By Status
    custom-home-page 
  7. You can view default home page "By Status" as shown in the image below:
    all-status



Related Links