Follow

Creating and Editing Custom Views

You can create custom views using advanced find queries. These custom views can be set to show when you open certain entities. In the example below we will be creating a custom view for the contact entity.

Use the menu tiles to navigate to your default view for an entity. In this example Sales > Contacts.

To customize your view in this entity select the More Commands button at the top of the form. More_commands.png. Then select New System View.

To Edit you can click System Views instead which will open the existing system views and you can open the one you want to edit and use some of the same steps you see below. 

View and Set Properties

When you first open the New System View you will see a pop up screen prompting you to set a Name for your new view and you can add a description if you like.

New_View_pop_up.png

 

Edit Filter Criteria

Like and Advanced Find you can create a query for what kind of records show up in your view by editing the filter criteria. If you do not set a filter all records in the entity will be displayed. For more information on setting an Advanced Find, Click here.

Edit_Filter_Criteria.png

 

Configure Sorting

You can set the view to show data in a particular order by adjusting these settings. Use the drop downs to adjust which field the sorting occurs on. The default here is for Full name, Ascending order will which will show names in alphabetical order starting with A. You can change this to any field on the form.

configure_sort_order.png

 

Add Columns

You can customize which fields you see in columns in the search results by adding the columns to your view. The system will default to the entity that you are creating the view for, in this case Contact. You can also add columns from related entities by selecting a different Record Type in the drop down.

 

Remove

If you wish to remove the view you can remove it from your system here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk