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Create a new list view:

  • Go to the Animals Contacts Tab and select the cog icon to access the List View Controls. Click New to create a new list view.

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  • Give your list view a suitable name, in this example, we’ll create a view called Animals Available For Adoption. Set Who sees this list view? To Only I can see this list view. Clients - Perth Metro.

    1. Note that the ability to create list views for everyone is defined by the permissions on your profile.

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  • Set the filters of your list view on the right-hand side of the page, this will open automatically or can be re-opened using the filter icon.

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  • The filters applied should look something like in the below above screenshot. Click Save when the filters are ready.

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  • You can now select the fields to display in your list view via the List View Controls.

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  • You now have a list view that you can access every time you come back to the Animals Contact Tab.

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