Creating Custom Views

Customizing views in Express is essential to viewing those specific deals you want to see. It is essentially a filter that can also be visually altered.

Creating Custom Views

Click Create New View or Edit View if you would like to edit the current view.

1. You must name your new view.
2. If you click ADD ROW, you can add filters (ex: Last name = Smith) to filter out the wanted or unwanted information you want the view to show. You can add more than one row and use the advanced formula button to use And/Or logic on the filters.
3. You can decide which columns you would like displayed and their location along the top (the top of the selected fields list is the farthest left column on your view). Selected fields will be shown and available fields will be hidden.
4. You can decide the width of each column that is displayed.
5. You can select whether or not this view is available to all the users. 

To create a view for all users in the Dashboard view, navigate in Express to the Dashboard view and make sure you are "Logged in as Myself ". Then click Create New View and repeat the steps listed out above, making sure to select "Visible to all users" in Step 5. When you save this view, your reps will now be able to select it from the dropdown and use that view to see their "My Payments" section in the Dashboard.