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Creating and Managing Views

Definition: A View is the tabular listing of Contact, Orgs, Cases, Opportunities, etc that the User sees when the User goes to the Major Tab Heading in the EBSuite Application.

Views are the Administrators best friend. The view, if used properly, should provide the first line of Sorting-Sifting-Slicing-Dicing of the data that is presented to the User. Views can be controlled by User, by Role and by any filter or selection criteria the data will allow.

Video Link Review this short screencast on Creating Views


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Type: Knowledge Base
Tag(s): Data
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