Get to Know the Settings Tab on the Sales Dashboard
Overview
The Settings tab allows you to make different changes to the Sales Dashboard page.
Step-by-Step Guide
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Click Sales Dashboard.
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Click your name on the top right corner of the page.
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Click to select Settings from the drop-down list.
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The UI Settings pop-up box appears. Click Button Setting.
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It consists of two categories Buttons in Use and Button Library..
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The Buttons is Use category refers to the buttons that are on display as we open the Sales Dashboard page.
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The Button Library category refers to the options that you can select from.
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To display a new button in the Buttons in Use category, select a button from Button Library and then drag it to the desired place, and then release the mouse button.
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Hover the mouse over a button in the Buttons in Use category and you can see three buttons.
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Click the highlighted symbol and you can drag it to any desired position in the category.
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Click the pencil icon The Create Visualizer Button pop-up box appears.
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Enter a new label in the text box and click Done. If you do not want to change the label, click Cancel.
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Click the cross icon to remove any button from the Buttons in Use category. The removed button goes to the Button Library category.
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Once the changes have been made, click Save.
- Click UI Customization and you can change the Theme Color, Font Family, Logo, and Favicon icon.
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Once the changes have been made click Save.
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Click Action Setting and you can decide the options that need to appear in the Actions menu on the same page.
- Click the toggle button to activate or inactivate any of the items and then click Save.
