Configure My Transactions in AppClientes

Contents

    Description

    This setting allows you to define which cards appear on the screen My efforts of the app and in what order they are displayed.

    Important

    In order for the customer to access this screen, access to My efforts It must also be enabled within Quick action or within Menu buttons.

    If the section does not have a visible access point from any of those locations, the customer will not have a direct entry to open it in the app.

    What can be configured

    Name: This is the title that the customer will see on each card.

    Description: It is the secondary text that accompanies each card in the app.

    Comment: It serves as an internal reference within the system.

    Visible: defines whether the management is displayed in the app or not.

    Order: defines the position in which it appears within the list.

    Behavior

    Only actions marked as visible are shown in the app.

    If a process is hidden, it will no longer appear on the screen.

    The order can be adjusted from the option Order.

    Usage recommendations

    Use clear and short names so that the customer can easily identify each transaction.

    Verify that access to My efforts is published in Quick action o Menu buttons before finalizing the configuration.

    Review the order after activating or hiding options to maintain clear navigation.

    Updated 24/08/2026