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How can new Custom Views be created? |
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| Updated: 27 September 2012 16:58:17 | OpenCRM::Leads OpenCRM::Emails OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Helpdesk OpenCRM::Documents OpenCRM::Products OpenCRM::Products::Stock Items OpenCRM::Contracts OpenCRM::Property | |
Setting up views
Custom views are a way of filtering data on the Home pages of all the entities.
These are useful in two ways –
- They allow you to add alternative columns in a view
e.g. instead of displaying Company Name, City & Phone etc. you might want to display Company Name, Company Type & Annual Revenue
- They allow you to create/view specific subsets of data (filter the data by using queries)
e.g. My Companies or A List Companies etc.
Before you begin it is a good idea to make a note of order of the current columns that are already familiar to you.
Click on Create View, give the view a name, and tick the list in metrics tick box if you want this view to appear on your homepage.
Choose the columns, set
Select some standard filters i.e. created time, current week
Select the Advanced Filters.
USEFUL PARAMETERS ARE
To filter on a variable equals blank use a comma ,
To create one view for all users e.g. My Companies - use assigned to equals {username}
IMPORTANT: Set the users who you wish to have access to this view. If you do not do this for your own user prior to saving the view only the system administrator will be able to access it.
Select any user that you wish to have this view as their default view.
Caution – Custom views act as data filters and will limit the search on the entity home page, please use with care.
For example if your default custom view is This Week’s Hot Companies, when you use the search on the company home page you will only be searching This Week’s Hot Companies.
TIP. Use the global search on the left of the screen 
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I want to filter a report using a field (in opportunities) "assigned to" by the user id of the current user - so he only sees the things relevant to him on the home page. I know how to do this for a hard coded name, but not for a variable name. Can his be done?
Hi John
Thanks for your comment.
You can create reports and views to show the records relevant to that particular user by using the filter to search on the "Assigned To" using the condition "Equals" and i the third column enter "{username}" (including the curly brackets), this report can then be used for all your Users and each logged in person will only see their records.