To create an account view: - In the Accounts Config window, on the Views tab, click the Views subtab, and then click New.
The New Search View window appears. In the Name field, enter a name that identifies the for identifying the account view throughout the LiveVox Portal and the agent desktop. Optional: In the Description field, enter a description of the account view. 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.
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| Design the account view. |
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