DCR - List Views
- Tim Sweeney
Analytics
List views are available via tabs, they can be created and updated to give you filtered views of Salesforce Records.
Create a new list view:
Go to the Contacts Tab and select the cog icon to access the List View Controls. Click New to create a new list view.
Give your list view a suitable name, in this example, we’ll create a view called Clients - Perth Metro.
Note that the ability to create list views for everyone is defined by the permissions on your profile.
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.
The filters applied should look something like in the above screenshot. Click Save when the filters are ready.
You can now select the fields to display in your list view via the List View Controls.
Select the fields to display and click Save.
You now have a list view that you can access every time you come back to the Contact Tab.