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Account views appear as options An account view appears as an option 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 an account views appear as options view appears as an option in the Select a predefined view field in the Accounts List section on the agent desktopAgent Desktop.

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 on the subtabs as described in the following table.
   

   Subtab	Description
   Filter Criteria	This subtab enables you to define the criteria for filtering the accounts when the account view is selected. Specify 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. The order in which the items appear in the Selected section represents the order in which they appear as columns in the account table (that is, in the user interface). To display additional columns in the account table, in the Available section, select the names of those columns, and then click the right arrow icon Image RemovedImage Added. To hide certain columns from the account table, in the Selected section, select the names of those columns, and then click the left arrow icon Image RemovedImage Added. 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. Tip icon false You can filter the values in the Available and Selected sections by using the Filter by name box. You can revert your changes by clicking the reset icon Image RemovedImage Added.
   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, in the Available section, select their names, and then click the right arrow icon Image RemovedImage Added. If you do not want the account view to be modifiable to the selected users, in the Selected section, select their names, and then click the left arrow icon Image RemovedImage Added. Tip icon false You can filter the values in the Available and Selected sections by using the Filter by name box. You can revert your changes by clicking the reset icon Image RemovedImage Added.
   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 the Users, Teams, or Agents option, select their names in the Available section, and then click the right arrow icon Image RemovedImage Added. Info icon false Users: 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: This option indicates that the account view is visible to only the selected agent teams. Agents: 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 RemovedImage Added. 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 filter the values in the Available and Selected sections by using the Filter by name box. You can revert your changes by clicking the reset icon Image RemovedImage Added.

   
   

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

   
   

3. Click Save.
   A message stating that the account view is updated appears. The account view is designed.