How do I create my views in Customers App?

Updated on July 11, 2017 12:27AM by Admin

Views act like filtering options. They are  used for showing particular information based on certain criteria.

There are some default views provided in the Customers App found in the left navigation panel. They are:

  • By Directory
  • By Category
  • By Market
  • By Territory
  • By Tag
  • By Status

Besides these default views, you can also create your own custom views according to your business requirements.

For instance: If an employee (Katie Dustin) wants to view the customers that are assigned to her and who have opted out of the mailing list (that is, by clicking on "Unsubscribe"), it can be created with a View.

Steps to Create Views in Customers App

  1. Go to Customers App.
  2. Click on “More (...)” -> “Settings” -> “Customize App”.
  3. Now, you can create views, in the following two ways:
    • Click on “+” icon near the “Views” to create a new view.
      click on plus icon
    • Click on "Views" -> "Create" button present.
      click on create button
  4. In the Create View popup, enter the following details:
    • Title - Enter the title for the view.
    • Description - Enter the description of the view.
    • Privilege - Select the required privilege from the drop down.
    • List Layout - Select the required list layout from the drop down.
    • Display - Slide the toggle ON to make it visible in the left navigation panel.
    • Criteria - Set the criteria as “Assigned To = Katie Dustin” and “Bounced = Enabled”.
  5. Click on “Create”.
    create view popup
  6. The view is now successfully created. You can edit it anytime, by clicking on the “Edit” icon, if needed.
    view created customers
  7. The created view will be displayed in the left navigation panel as shown:
    unsubscribed customers view

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