How to Create and Edit a List View


Create and edit a List View of record data using filters to return the desired data.

In this example, we create a new List View that returns contacts in the state of Colorado.


'Create a List View' Steps

  1. In the top ribbon, click the ‘Contacts’ tab.
  2. Navigate to the left hand side of the page and click ‘Customize Views’.

  3. Click ‘Create New View’.

  4. Fill out the following information:
    • 'View Name' ('View Unique Name' will auto populate once you add in a 'View Name'.
    • Create a filter on one or more fields.
    • Select fields to display in view.
    • Select a visibility option.

  5. Click ‘Save’. The new list view will now appear on the left hand navigation.


‘Edit a List View’ Steps

  1. In the menu at the top of the page, click the ‘Contacts’ tab
  2. Once on the page, navigate to the left hand side of the page and click ‘Customize Views’.

  3. On the 'Customize Views' page, select the list view you want to edit in the dropdown. Then, click 'Edit'.

  4. Modify fields as desired.  In this example, we modify the filter criteria so that we also filter by Mailing City of Broomfield.

  5. ‚ÄčClick ‘Save’.
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