Difference between revisions of "Create View from Selections"

From LongJump Support Wiki
imported>Evelyn
m (Text replace - 'checkboxicon.gif' to 'checkboxicon.gif|link=')
 
imported>Aeric
 
(No difference)

Latest revision as of 20:48, 8 November 2011

Create View is an option in More Actions, that allows you to create a custom View from the records you select.

To Create a Custom View from selected records:

  1. Open the desired object, Contacts, for example
  2. Optionally, filter the view to display selected records
  3. Optionally, click any column heading to change the sort order (A-Z);click again to toggle and reverse the sort order (Z-A)
  4. Use the checkbox Checkboxicon.gif to select the records to include in the custom View
  5. Click the [More Actions] button, and select [Create View]
Createview.gif