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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.

To create an account view:

1. In the Accounts Config window, on the Views tab, 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.
   The account view is created and is available on the Views subtab. The Design tab appears to enable you to design the view.

To design an account view:

1. In the Accounts Config window, on the Views tab, click the Views subtab, and then double-click the row displaying the account view.
   The Design subtab appears.

2. Specify values in the fields of on the subtabs as described in the following subtabstable.
   

   Subtab	Description
   Filter Criteria	This subtab enables you to define the criteria for filtering the accounts when the account view is selected. Specify

   the

   those values in the fields based on which you want the accounts to be filtered.

    

   For example, if you select the Unassigned checkbox, when the current account view is selected, only unassigned accounts appear in the account table.
   Fields to Display	This subtab enables you to define which columns appear in the account table when the account view is selected. Info icon false The items in the Selected section represent the columns that appear in the account table

   when you select the account view

   .

    

   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

   those columns, and then click the right arrow icon Image Modified. To hide certain columns from the account table, in the Selected section, select the names of

   such

   those columns, and then click the left arrow icon Image Modified. To modify the position of a column in the account table, in the Selected section, drag the name of that column to the position you want within the Selected section. Tip icon false You can revert all your changes by clicking the reset icon Image Modified.
   Restrict Editors	This subtab enables you to define who can modify the account view. By default, the account view can be modified by anyone.

   If you want the account view to be modifiable to 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 Image Modified. If you do not want the

   selected users

   account view to be

   able

   modifiable to

   modify

   the

   account view

   selected users, in the Selected section, select their names, and then click the left arrow icon Image Modified. Tip icon false You can revert all your changes by clicking the reset icon Image Modified.
   Restrict Visibility	This subtab enables you to define who can view the account view. By default, the account view is visible to everyone.

   If you want the account view to be visible to only certain users, agent teams, and agents, select

   one of the following options, and then,

   the Users, Teams, or Agents option, select their names in the Available section

   , select their names

   , and then click the right arrow icon Image Modified

   :

   . Info Users:

    Indicates

   This option indicates that the account view is visible to only the selected users. Users include those who can access the LiveVox Portal (for example, a manager). Teams:

    Indicates

   This option indicates that the account view is visible to only the selected agent teams. Agents:

   Indicates

   This option 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 Image Modified. Tip icon false You can restrict visibility across users, teams, and agents. That is, when defining the visibility of the account view, you can use one or all of the options (Users, Teams, and Agents), one after another. For example, you can make the account view visible to a user, to an agent team, and to an agent. You can revert all your changes by clicking the reset icon Image Modified.

   
   

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

   
   

3. Click Save.
   The account view is designed.

   Tip
   icon false
   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.