How do I customize the Default Home page view in the Customer Payments App?

Updated on May 27, 2020 07:46AM by Admin

  • Login and access the Customer Payments app from the Universal Menu.
  • Click on the More(...) icon and select Settings.
Customer payments

  • In the Settings page, click on the Customize App and select Views.

  • In the Default Home Page View, by selecting the dropdown you can customize the default home page view by Customer Payments Home, Show All, By Method, By Date, By Amount, By Status, By Tag.
  • By Selecting the Page in the list, you can view that page as the default home page.

  • The Default Home is selected as Customer Payments Home.
Home page view

  • You can view the News Feed as the default page.
News Feed

  • In the Default 360 App, you can select which default app to show in the 360 Tab of your Customer Payments.
Default 360 app

  • By Selecting the Invoice, you can view the Invoice App as the default app in the 360 Tab.
360 tab