How do I delete a view in CRM Apps?

Updated on June 22, 2020 03:25AM by Admin

The View Builder of Apptivo provides the option to only disable views and not delete views in the CRM Apps. Consider disabling a view in the Customers App of Apptivo.

  • Log into your Apptivo account and go to the Customers App. Select Settings from the App Header.
App Header

  • In the Settings page, select Customize App → Views.

  • In the Left Panel Views along with the default views, the views created by you will be created.
  • For Instance: Consider disabling the view for VIP Customer. Scroll down to the VIP Customer view.
View Builder

  • Disable the Display toggle for VIP Customer.
Disabled Display

  • The view will be moved automatically from Enabled Views to All Views.
All Views

  • When you move to the Show All page, the disabled view will not be listed under My Views section in the left navigation panel.
Show All Page