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    Custom Views

    You can create your own customized accounts list view page. The accounts is sorted based on the filter criteria you specify while creating the custom view. Thus helping you to sort and view the accounts based on your requirement.

     



     

    Creating Custom View

     

    If you want to view all the accounts with similar "Topics Template",

    1. Click Accounts tab in the header pane to open the accounts list view page.

    2. Click actions_button in the Views section and select Add Custom View from the drop-down list.

    accounts-filters

    1. In the Add Custom View page, specify a View Name like "Topics Template". This field is mandatory.

    2. If you are the administrator and want this custom view to be available only when you log in, select the check box beside Make this view as private custom view. The custom view is made private. By default, the custom view for an administrator is public.  

      If you are a support rep without administrator login privilege then by default the created custom view is private. The option to "Make this view as private custom view" is not available.

    3. In the Advance Filtering block, select the criteria to be filtered from Column drop down along with its matching Criteria. For instance, select "Topics Template" from Column drop down and "is" from criteria.

    4. Click on Choose button.

    5. From Select Column Data pop up choose your option. You can select options based on your selected column and criteria.

    6. Click Add to Filter button to save the filter criteria details. The filter criteria is listed in Filter Set block.

    accounts-custom-views

    1. If you wish to add more filter conditions to this view then, select the required column, criteria & conditions of the filter.

    2. If there are more than two criteria, specify AND or OR conditions by enabling either of the two radio buttons.

    3. Click Save. Click Save and Add New to save and add another custom view.

    The Custom View is now displayed under Views in the Accounts list view page. The custom view marked as private is listed under My Views and the public custom view is displayed along with the predefined filters.

     

    account-views

     

     

    Reorder Views

     

    Reorder feature in Accounts module allows you to set the order of accounts view preferred.

     

    To reorder the account view:

    1. Click Accounts tab in the header pane to open the accounts list view page.

    2. Click actions_button in the Views section and select Reorder Views from the drop-down list. The Reorder Views pop up page opens.

    account-reorder-views

    1. Select a view which you wish to reorder. Say, 'Recently Added Accounts' and click upward_button to move the view upward or click downward_button to view the view downward.

    2. Click Save. The selected view is reordered.

     

    Manage Custom Views

     

    You can view all your customized view under Manage Custom Views. From this page you can add, edit and delete a custom view.  

    1. Click Accounts tab in the header pane to open the accounts list view page.

    2. Click actions_button in the Views section and select Manage Custom View from the drop-down list. The Custom View page opens listing all the created custom views.

      • public - indicates the custom view is public and can be viewed by all users.  

      • private - indicates the custom view is private and can be viewed only by the creator of the custom view.

    accounts-manage-views

     

     Note

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    1.If you are the administrator then you can view all your customized private and public views.

     

    2. If you are a support rep then you can add only private custom views.

     

    Edit Custom Views

     

    To edit a custom view,

    1. Click the edit icon editicon beside the filter name you wish to edit.

    2. From Edit Custom View page, edit the details.

    3. Click Save. You can also add a new custom view by clicking Save and Add New button.

     

    Delete Custom Views

     

    To delete custom views,

    1. Select the check box beside the custom views to be deleted. The administrator has the privilege to create and delete public views.  

    2. Click Delete button. A pop up window confirming the delete operation appears.

    3. Click Ok to proceed. The Custom View is deleted from the list.

     

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