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Panel Views
Julia Zabnicka avatar
Written by Julia Zabnicka
Updated over 2 years ago

A Panel view is a collection of Panels which is displayed in the Account View.
Note that Panel Views are separate for each Database Area.

To create a new Panel View you must go to the Menu option, Setup > Panels > Panel Views.

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Create a New Panel View and add Panels to the new View

Click on the New View button to create a new Panel View.

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Enter the name and width where prompted and click on Save.

This will add the new Panel View to the list where you can click on it to edit it.

Click on Add Panel button to add a Panel to the Panel View.

Select the Panel from the drop-down and select save which will add the panel to the List.

You can specify the Width and Height of the Panel and remove it using the trash bin icon.

Repeat this for all the panels you want to be included in this view.

Drag and drop the Panels to reorder the list. Please note this will not change the order of the panel in the Account view itself.

Changes are saved automatically.

Click here for information on Advanced Panel Configurations.

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