Create View from Selections

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Revision as of 20:48, 8 November 2011 by imported>Aeric (moved Create View to Create View from Selections)
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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