How do I customize default 360 in Invoices app?

Updated on March 6, 2018 03:36AM by Admin

This settings allows you to select an application that you would like to show when viewing 360 degree tab on your Invoices app. Lets go through the steps to understand better.

Steps to Customize Default 360 in Invoices

  1. Login and access Invoices App from your universal navigation menu bar.
  2. Click on "More" icon and select “Settings located at the app header bar.
  3. Click on “Views” from "Customize App" drop down in  the left navigation panel.
  4. You can view "Default 360 App” as shown in the image below:
    Default 360
  5. Click on “App” drop down and select your preferred App. For instance: Opportunities.

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