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Working with Views

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A View in Membrain allows you to take a List you have created and save it - with all the settings and configurations you have applied - and come back to it at a later date. 

You can create multiple Lists, configure them exactly the way you want them, including filters, sorting and grouping settings, and even column order and width settings and save them as a View, saving you time and effort when you want to switch between Views.

View_button.pngA View can be saved from any List you have created, for example

  • A Sales Projects List
  • A Prospecting Campaign List
  • A Company List
  • A Contact List
  • An Activity List

Examples of use  

  • Create different Views of your Active Pipeline and switch between these Views showing your opportunities from different perspectives.
  • Set up a Company View that shows specific information and share it for everyone to see.
  • Get more specific and use filters to highlight certain Prospects that you want a particular team to focus on, and share the View for that specific team.
  • And for all of these Views you create and share, you can also manage who can edit your View, ensuring you stay in control.

 How it works

View_small.PNG

Create a new View

  1. Go to a List you have configured that you would like to save as a View. To learn how to create a List, click here.
  2. Click on the View icon View_icon_cropped.pngtop right on the toolbar in your List
  3. Click Save View
  4. Give your view a descriptive name
  5. Choose who you would like to be able to view or edit your new View by using the Available To dropdown list. Options are Everyone/Me/MyTeam/A specific Team for both Viewable By and Editable By
  6. Click Save

Load a View

  1. Click on the View icon View_icon_cropped.pngtop right on the toolbar in your List
  2. Select the View you would like to switch to, and you will see the View Load

Edit an existing View - change the list settings that are shown in a View

  1. Load a View you would like to edit by clicking on the View icon View_icon_cropped.pngtop right on the toolbar in your List
  2. Make the changes you would like
  3. Click on the View icon View_icon_cropped.png
  4. Click Save View
  5. Click on the Overwrite Existing View drop down list
  6. Select the view you wish to overwrite (update)
  7. Click Save

Edit an existing View - Rename, edit permissions or delete a View

  1. Click on the View icon View_icon_cropped.pngtop right on the toolbar in your List
  2. Hover over the View you want to edit until the Pen and Paper icon appears, and click
  3. Rename, change who can view or edit the View, or delete
You will only be able to edit existing Views IF you have the correct permissions assigned by the person that created the view