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titleViews


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titleIntroduction

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.

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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 on the agent desktop.



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titleConfiguring Creating an Account View

To configure create an account view:

  1. On In the Accounts Config window, on the Views tab, on click the Views subtab, and then click New.
    The New Search View window appears.

  2. In the Name field, enter a name that identifies the account view throughout the LiveVox Portal and the agent desktop.

  3. Optional: In the Description field, enter a description of the account view.

  4. Click Save

    Specify values in the following fields, and then click Save.

  5. Name: Name to identify the view.
    6. Description: Description for the view. This field is optional

    .
    The account view is created and is available on the Views subtab. The Design tab appears to enable you to design the view.

    On the Design tab, specify values in the fields of the subtabs.

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Note
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titleNext Step

Design the account view.



Design Subtabs

Click Save.
The design of the account view is saved.

In the Accounts  Config window, on the Views tab, on click the Views 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 double-click the row displaying the account 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.
    • Expand
    titleDesigning an Account View
    title

    To design an account view:

    1. In the Accounts
    • 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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    Expand
    1. The Design subtab appears.

    2. Specify values in the fields of the following subtabs.


    1.  Subtab

      Description

      Filter Criteria

      		Specify the values in the fields based on which you want the accounts to be filtered. 
      Fields to Display


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      • The items
    that appear
      • in the Selected section represent the columns that appear in the account table
    of accounts that appears
      • when you select the account view.
    If you want to
      •  
      • 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 display additional columns in the account table, in the Available section, select the names of such columns, and then click the right arrow icon right-arrow iconImage Modified.
    If you want to
      • 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 left-arrow iconImage Modified.
    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 reset iconImage Modified.


      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 right-arrow iconImage Modified.

    1.  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 left-arrow iconImage Modified.

      Tip
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      You can revert all your changes by clicking the reset icon reset iconImage Modified.


      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 right-arrow iconImage Modified:

      • 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 left-arrow iconImage Modified.

      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 reset iconImage Modified.



      Info
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      The Summary section on the Design subtab displays the changes that you make on each of its tabs, in real time.


    2. Click Save.
      The account view is designed.

      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.




    Expand
    titleSettings

    The Settings tab of the Accounts Config window enables you to define the behavior of the uploading process of accounts and define the types and classifications of an account.

    Expand
    titleDefining the Bulk Account Upload Process

    If you want an account that already exists in LiveVox to be overwritten when the same account is uploaded to LiveVox, in the General section, select the Bulk Account Upload checkbox. Otherwise, clear the checkbox.


    Expand
    titleCreating an Account Type

    You can define the options that appear in the Type field of an account by creating account types. Each of the account types that you create is displayed as an option in the Type field of an account.

    To create an account type:

    1. On the Settings tab, in the Types section, click New.
      The New window appears.
    2. In the Please enter type name field, enter a name for the type, and then click Save.
      The type is created, and it appears in the Types section. This type appears as an option in the Type field of an account.
    Tip
    • The order in which the types appear in the Types section represents the order in which they appear as options in the Type field of an account. You can modify the position of a type by dragging the name of the type in the Types section to the position you want.
    • In the Types section, you can:
      • Modify the name of a type by clicking the Name cell in the row displaying the type and then entering the name you want.
      • Search for a type by entering in the Filter box the partial or complete name of the type.
      • Delete a type by hovering over the row displaying the type and then using the delete icon.



    Expand
    titleCreating an Account Classification

    You can define the options that appear in the Classification field of an account by creating account classifications (for example, Gold, Platinum, or Silver). Each of the account classifications that you create is displayed as an option in the Classification field of an account.

    To create an account classification:

    1. On the Settings tab, in the Classifications section, click New.
      The New window appears.
    2. In the Please enter classification name field, enter a name for the classification, and then click Save.
      The classification is created, and it appears in the Classifications section. This classification appears as an option in the Classification field of an account.
    Tip
    • The order in which the types appear in the Classifications section represents the order in which they appear as options in the Classification field of an account. You can modify the position of a type by dragging the name of the classification in the Classifications section to the position you want.
    • In the Classifications section, you can:
      • Modify the name of a classification by clicking the Name cell in the row displaying the type and then entering the name you want.
      • Search for a classification by entering in the Filter box the partial or complete name of the classification.
      • Delete a classification by hovering over the row displaying the classification and then using the delete icon.



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