How do I Create Custom Views in Contacts App?

Updated on October 4, 2017 05:17AM by Admin

In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly.

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

  • By Queue
  • By Directory
  • By Category
  • By Type
  • By Market
  • By Territory
  • By Tag

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 contacts that are associated with her, then that can be created with a View.

Steps to Create Custom View

  1. Login and access to the Contacts App from the Universal Navigation menu bar.
  2. Click on “More (...)” -> “Settings”  from the App header bar.
    settings
  3. You will be directed to the Settings page. Click on “Customize App -> Views” from the left navigation panel.
  4. Now, you can create views, in the following two ways:
    • Click on “+” icon near the “Views” to create a new view.
    • Click on "Views" -> "Create" button present.
      create view
  5. In the Create View popup, enter the following details:
    • Title - Enter the title for the view.
    • Description - Enter the description for 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”.
      create custom view
  6. Click on “Create”.
  7. The view is now successfully created. You can edit it anytime, by clicking on the “Edit” icon, if needed.
    edit view
  8. The created view will be displayed in the left navigation panel as shown:
    view custom view

Related Links