How to customize Orders, Accounts & Field team left navigation

Here’s how to customize

  • Go to Settings on your admin area.
  • Find left navigation customizable options for Account, Order & FTM views.
    1
  • Then you can ON/OFF default tabs by using Active toggle buttons on Active column & save your changes.
    2.1

    As a example Turn OFF four tabs on Account view & Save.

    2.2

    Only show enabled tabs on Account view

  • If want to change default label name, type new label name on the Label text filed & save your changes.
    3.1

    Set new label names for “Account Overview” and “Site & Branches” on account view

    3.2

    Customized label name are displaying on Account view.

  • Now you can customize Order view, Account View & FTM view left navigations by following these steps.
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