How to Edit a View

Views can be edited to add/remove fields or filters. Both admin and reps can create/customize their own personal views. You can create or edit views when logged in as a Sales Admin and looking at the following tabs:

1. Manage Deals/Manage Orders/Manage Sales
2. Credits/Attainment
3. Holds
4. Draws

You can also customize views for the Sales Managers and Sales Reps in their Dashboard:

1. My Deals
2. My Payments

To create or edit a view:

1. Go to the tab or section in Express
2. Click "Create New View" or "Edit View"
3. Modify the fields/values as appropriate.
   1. Step 1: Enter View Name
   2. Step 2: Specify Filter Criteria
   3. Step 3: Specify Fields to Display
   4. Step 4: Customize Column Width
   5. Step 5: Restrict Visibility (Admin Only)
4. Click the Save button to save the view.

Alternatively, click the button to save the view and to display a new screen to create another view.

Click the button to dismiss the screen without saving the view.