You can create custom views that allow you to apply
filters and choose which fields you want to be displayed.
Click the Create Custom View button located to the right of the View section toward the top of the tab page. This will take you to the Custom View page.
Editing and Deleting Custom Views
Click the Create Custom View button located to the right of the View section toward the top of the tab page. This will take you to the Custom View page.
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- Enter a name for your custom view in the Step 1 text field.
- Now choose any combination of filtering criteria located in Step 2.
- Choose a column to filter from the Column Name drop down box. The columns that are available will depend on what data type (Contact, Account etc.) you are creating the view for.
- Choose a filter type. If, for example, you are looking for an exact match, use the equals filter. If you want to find items created before a particular date, use the less than filter etc.
- Enter the value that you want to search for. Type this value in the Value field.
- Choose the fields you want to display in Step 3.
- Click the Save button to save your custom view.
- Your custom view will now be available in the View drop down box located on the home tab page of the data type (Contact, Account etc.) you created it for.
Editing and Deleting Custom Views
- Select your custom view from the View drop down box located toward top of the tab page.
- Click the Edit view button located to the right of the drop down box.
- Make your changes to the custom view.
- To save your changes, click the Update button located below Step 3.
- If you want to leave the page without saving your changes, click the Cancel button located below Step 3.
- To delete the custom view, click the Delete button located below Step 3.
- Click the Cancel button located below Step 3 if you do not want to delete the custom view.
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