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How do I create a custom view in the Testimonials app?
Updated on July 2, 2020 03:53AM by Admin
- Connect to the Testimonials app from the universal navigation menu bar. In the selected App, go to the left navigation panel and click on the “+” icon in the “My Views”.
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- The Create View side panel will come into view. You can add the Testimonial, Customer, Contact, Status, or Tags information.
- Click on the search icon to list the testimonials according to your configuration.
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- The search results will be listed. Click on the Save as View button to create a view with the search results.
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- The Save as View popup will appear. Give a name for the view. You can also enable the toggle for Share with other users to share your view.
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- On selecting the Save button, you can view the created view listed in the My Views section of your Testimonials App.
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