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| An account view is a filter for displaying the accounts that meet predefined criteria in a customized table. Account views are intended to help you and your agents to easily segment, find, track, prioritize, or manage accounts, without the need to manually search for a specific set of accounts. You can define an account view based on the properties of an account. In addition, you can define who can view or modify an account view. | Info |
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| Account views appear as options in the Select a predefined view field in: - The Accounts window that appears when you click Account > Accounts on the Configure tab.
- On the Accounts tab (when viewing the account list) in the window that appears when you click Ticketing > Tickets on the Configure tab.
For agents and agent teams, the account views appear as options in the Select a predefined view field in the Accounts List section of their on the agent desktopsdesktop. |
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| title | Configuring an Account View |
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| To configure an account view: - On the Views tab, on the Views subtab, click New.
The New Search View window appears. Specify values in the following fields, and then click Save. On the Design tab, specify values in the fields of the subtabs.
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| - The Summary section of the Design tab displays the changes that you make on each subtab of the Design tab, in real time.
- For information about the fields, see the Design Subtabs section.
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Click Save.
The design of the account view is saved. | Tip |
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| In the Accounts Config window, on the Views tab, on the Views subtab, you can: - Preview an account view by double-clicking the row displaying the view and then clicking the Preview tab.
- Modify, copy, or delete an account view by selecting the row displaying the view and then using Edit, Copy, or Delete, respectively.
- Modify the design of an account view by double-clicking the row displaying the view.
- View a summary of all changes made to an account view by double-clicking the row displaying the view and then clicking the Change History tab.
- Filter the account views by entering in the Filter box the text (name or description) based on which you want to filter the views.
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Subtab | Description |
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Filter Criteria | Specify the values in the fields based on which you want the accounts to be filtered. | | Fields to Display | The items that appear in the Selected section represent the columns in the table of accounts that appears when you select the account view. If you want to display additional columns in the account table, in the Available section, select the names of such columns, and then click the right arrow icon  . If you want to hide certain columns from the account table, in the Selected section, select the names of such columns fields, and then click the left arrow icon  . The order in which the items appear in the Selected section represents the order in which they appear as columns in the account table. To modify the position of a column, in the Selected section, drag the name of that column to the position you want. | Tip |
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| You can revert all your changes by clicking the reset icon  . |
| | Restrict Editors | By default, the account view can be modified by anyone. If you want only certain users to be able to modify the account view, in the Available section, select their names, and then click the right arrow icon . If you do not want the selected users to be able to modify the account view, in the Selected section, select their names, and then click the left arrow icon . | Tip |
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| You can revert all your changes by clicking the reset icon . |
| | Restrict Visibility | By default, the account view is visible to everyone. If you want the account view to be visible to only certain users, teams, and agents, select one of the following options, and then, in the Available section, select their names, and then click the right arrow icon : - Users: Indicates that the account view is visible to only the selected users.
- Teams: Indicates that the account view is visible to only the selected agent teams.
- Agents: Indicates that the account view is visible to only the selected agents.
If you do not want the account view to be visible to the selected users, teams, or agents, in the Selected section, select their names, and then click the left arrow icon . | Tip |
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| - You can restrict visibility across users, teams, and agents.
- You can revert all your changes by clicking the reset icon .
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