We recently made a number of improvements to account views including:
-
Custom columns
-
Custom sort order
-
Favorite views
-
View category and layout changes
Custom Columns
When you add or edit a view, you can now control which columns are displayed when the view is selected.
To select a column, drag the column name from the Available list and drop in the Selected list.
To re-order the selected columns, drag and drop the column name.
The column picker that previously appeared in the top right-hand corner of the grid has been removed. To adjust columns, click Edit View.
Custom Sort Order
When you add or edit a view, you can now control the view's initial sort order.
Click the Property picklist to select the property.
Click the Order picklist and select either ascending or descending order.
Favorite Views
Mark views that you use frequently as a favorite.
After you do this, the view will in the Favourite Views category at the top panel for easy access.
View Category and Layout Changes
The Shared Views category was renamed to Team Views.
The Private Views category was renamed to My Views.
The Predefined Views category was eliminated.
The All Accounts system view appears at the top of the view panel.
Views are now displayed in the following order:
- All Accounts system view
- Favorite Views
- My Views
- Team Views
What's Next?
We plan to extend these improvements to the people views in the near future.
Comments
0 comments
Please sign in to leave a comment.