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How can new views be created?
Updated: 18 July 2011 12:08:06 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 –
 
  1. 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

  1. 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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