How do I Customize the 360 Degree Views in Customers App?

Updated on November 11, 2020 08:16PM by Admin

Apptivo is a cloud suite of 65+ applications and it has always been an important goal to ensure association and easy navigation between applications. The 360-degree view of the Customers App allows you to quickly view the associated records in the other apps of Apptivo.

Steps to customize the 360-degree view

  • In the Customers App of Apptivo, select Settings from the App Header.
Customers App

  • Go to Collaboration → 360 Degree Views from the left navigation panel of the Settings page.
  • Here, you can see the list of apps with which you can create associations.
  • To add a new app, select the Add button. In addition, you can also disable an existing app or set an app as the default app on the 360 Degree View page.

  • Here, we are disabling the toggle for Contracts App.
Toggle Disabled

  • Hence, you cannot view the records associated with the Contracts App in the 360 Degree View tab of the Overview page.