The Views are like filters that are easily accessible in the left navigation panel. They can be configured and set as per your needs in the left navigation of the Promotions dashboard. This feature enables you to show/hide left panel views and also reorder them.
For instance: Consider a Sales Manager, who does not want to view the “Shared Views” option in the left navigation panel. In that case, it’s visibility can be hidden.
Steps to Customize the Left Panel Views
- Go to the Promotions App.
- Click on the “More (...)” icon and select“Settings”.
- On the Settings page, click on the“Customize App” and select “Views”.
- You can view the All Views and Enabled Views tab.
- In the Enabled views, you can view all the enabled views.
- In the All Views tab, you can view all views inclusive of disabled views.
- By default, all the menu types will be in the enabled state. Now, slide the Toggle OFF for the “Shared Views”.
- The changes made will be updated successfully.
Note: Select at least one “Menu View” to be displayed on the dashboard. If not, a warning popup will appear.
- Besides this, the Views in the left panel can also be reordered. Drag and drop the menu accordingly.
- The views will be reordered successfully.
- 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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