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.
  • Then you can ON/OFF default tabs by using Active toggle buttons on Active column & save your changes.

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


    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.

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


    Customized label name are displaying on Account view.

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