How to Manage Summary Views
This article provides a guide on how to edit or delete views in the Summary section on the client card.
Step 1: Navigate to the Client Card
Open any client card by using the search bar at the top of the screen.
Locate the Summary tab and click on the button positioned on the right side of the tab.
Hover over a view to reveal the "Edit" option.
Step 2: Edit a View
Once the "Edit" option is visible, click on it to make changes to the view. The editing process is similar to creating a new view.
After making the desired changes, click on "Save" in the upper right corner to confirm and save your modifications.
Step 3: Delete a View
To delete a view, ensure that there are two or more views available. The "Delete" button won't be accessible unless multiple views exist.
Click on the "Delete" button located in the upper right corner of the view editing page to remove the selected view.
In the prompt, click on "Yes, Remove View" to confirm the action.
NOTE: We suggest reading our Clients article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.