Customizing Your Táve Account

An overview of what Táve does and how you can customize your account to fit the needs of your business.

Nicole avatar Team avatar Anthony avatar
59 articles in this collection
Written by Nicole, Team, and Anthony
Organizing Your Account with Sidebar Lists

Creating New Custom Sidebar Lists

Save your filtered list to the sidebar menu.
Nicole avatar
Written by Nicole
Updated over a week ago

Custom Lists and Filters Overview Video

Learn about Táve's powerful filters and custom sidebar lists.
Nicole avatar
Written by Nicole
Updated over a week ago

What is a filter?

Learn about filters and how to use them to narrow down a list.
Nicole avatar
Written by Nicole
Updated over a week ago

Adjusting Visible Columns

Nicole avatar
Written by Nicole
Updated over a week ago

Adding Columns to Your Searches

Learn about advanced columns that you can add to your lists.
Nicole avatar
Written by Nicole
Updated over a week ago

Filters for Your Calendar Agenda

Filter just the events you want to see in a custom sidebar report.
Nicole avatar
Written by Nicole
Updated over a week ago

Filters for your Leads List

Nicole avatar
Written by Nicole
Updated over a week ago

Adding New Lead Statuses to the Sidebar

How to add a newly added lead status to the Leads sidebar reports
Nicole avatar
Written by Nicole
Updated over a week ago

Filters for your Jobs List

Nicole avatar
Written by Nicole
Updated over a week ago

Filters for your Quotes, Orders & Invoices Lists

Nicole avatar
Written by Nicole
Updated over a week ago

Filters for your Address Book

Nicole avatar
Written by Nicole
Updated over a week ago

Using the Actions Menu in Searches

Save changes to your list when you modify filters, sorting order, or columns.
Nicole avatar
Written by Nicole
Updated over a week ago

Adding Custom Reports to Your Dashboard

Learn how to add quick links to important sidebar lists on your dashboard using a tile in the Right Now widget.
Nicole avatar
Written by Nicole
Updated over a week ago

Reordering Custom Reports in Your Sidebar

Rearrange the Custom Reports you've created
Nicole avatar
Written by Nicole
Updated over a week ago

Exporting Your Lists

Create instant spreadsheets
Nicole avatar
Written by Nicole
Updated over a week ago

Badge Colors

Use badge colors to set the priority for the counter on the top level section.
Nicole avatar
Written by Nicole
Updated over a week ago