Edit/New View

1. In the Fields tab, choose the View Display Type
   • Select the fields to include in the view (each selected field becomes available in the resulting view)
   • Optionally, create Computed Fields
2. In the Order tab, change the column order for the view; Select a field and use the up/down arrows to change the order
   • Optionally, select the sort criteria for up to two fields, and choose Ascending or Descending order for each
   • Optionally, set individual column widths by unchecking the Shrink Columns to Fit checkbox and clicking the Set Column Width link.
3. In the Filter tab, restrict the population by ownership, date or field criteria:
   • Optionally, Filter by Record Ownership
   • Optionally, Filter by Date
   • Optionally, Filter by Field Value
4. Specify Additional View Settings, depending on the View
5. Click the [Save] button to save the new or edited view; Enter a new name or change the existing view name; Optionally, click the [Save As] button to save the view under a new name
6. Choose Visibility options and click [Save]

The custom view becomes the current view, and it appears as an option in the View list.