How do I Customize Left Panel Views in Orders App?

The Views are basically more like filters that can be easily accessed in the Left Navigation panel. They can be configured and set as per your needs in the Left navigation of the Orders dashboard. This feature enables you to show or hide the left panel views and also reorder them.

For instance: If you do not want to view the “By Tag” option in the left navigation panel, then, its visibility can be hidden.

Steps to Customize Left Panel Views in Orders App

• Login and access to Orders App from the Universal Navigation menu.
• Click on More (...) icon and select the Settings.

• In the settings page, click on Customize App and select the Views from the left navigation panel.
• You can view all the Views in the Enabled and the All view tabs.
• In the Enabled View tab, you can view the all current enabled view.
• In the All views tab, you can view all the views including the disabled views.

• By default, all the menu types will be in the enabled state. Now, slide the toggle OFF for the By Tag.
• All the Changes will get updated automatically.

Note: Select at least one Menu View to be displayed on the dashboard. If not, a warning popup will appear.

• Now, you can view only the enabled views in the left navigation panel of the dashboard. By Tag will not be displayed.

Related Links

• PDF Template
• Convert Estimate to Order