How do I customize Left Panel Views in the Insurance Tracker app?

With the Insurance Tracker app, you can effortlessly manage all your insurances in one application. This app offers a left navigation view that allows quick filtering of records. This can be customized from the Settings page of the app.

Steps to configure views

• Go to the Insurance Tracker app from the app header bar.
• Now, navigate to the More icon and select Settings from the app header. The View Builder comes into view.
• Here, scroll down to the Left Panel Views section.

• This section contains two tabs. They are:

• Enabled Views - Displays all the active views.
• All Views - Displays both active and inactive views.

• In this panel, there is a default list of types that will be toggled ON by default. Namely,

• Show All
• By Insurance Expiry
• By Tag
• My Views
• Shared Views

• Disabling a particular view will move it from the Enabled Views tab to the All Views tab.
• The List Layout column helps to select the preferred column set for a particular view.
• Also, you can offer selective access to your employees with the Security Privileges dropdown.

• The changes will be reflected in the left navigation panel of your Insurance Tracker home page.

Related Links

• Customize Default Home page View