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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.
- 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.
- Disable the Display toggle for VIP Customer.
- The view will be moved automatically from Enabled Views to 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.
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