How do I create my views in contacts app?

Updated on August 12, 2015 04:55AM by Admin

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Contacts App supports to customize columns, this allows you to select your preferred fields for viewing contact information in a table view. By default you can view fields such as First Name, Last Name, Job Title, Contact Type And Assigned To.

  • If you want to view more contact information, you need to select fields from “Display” field.
  • You can save your custom view of contact information for your future reference in “My Views”.

Steps to Create My Views

  1. Log in and access Contacts App from your universal navigation menu bar. 
  2. Click on “Search” icon located at the app header bar. 
    Search Contacts 
  3. You can view the search results as shown in the image below: 
    Contact Details
  4. Click on “Please Choose” button in “Display” field. 
  5. Select fields you would like to view in a table format. 
  6. Click on “Save as View”button and specify:
    • View Name – Name of the view. 
    • Share With Other Users – Slide “Toggle”button to share views with others. If needed.
      Custom View of Contacts 
  7. Click on “Save” button.

For instance:

  1. We have created a view in the name of “Custom View of Contacts”
  2. Select "Lists" drop down. Click on “My Views” from the left navigation panel on contacts dashboard.
    Saved View 
  3. You can view the created view as shown in the image below:
    Display of Saved View 

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