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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 for identifying the the account view throughout the LiveVox Portal and platform 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 on the following subtabs.
   

   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 . 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 . 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 .
   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 . 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 . 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 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 the Users, Teams, or Agents option, select their names in the Available section, and then click the right arrow icon . 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 platform (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 . 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 .

   
   

   Info
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   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.
   

If you want an account that already exists on the LiveVox Portal (LVP) to platform to be overwritten when the same account is imported to LVPthe platform, in the Accounts Config window, on the Settings tab, in the General section, select the Bulk Account Upload checkbox. Otherwise, clear the checkbox.

• To modify the name of an account classification or type: In the Accounts Config window, on the Settings tab, in the Classifications or Types section, click the cell containing the name, and then enter the name you want.

• To define the position of an account classification or type in the Classification or Type field of an account: In the Accounts Config window, on the Settings tab, in the Classifications or Types section, drag the row displaying the account classification or type to the position you want.
  

  Info
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  The order in which the account classifications and types appear in the Classifications and Types sections represents the order in which they appear as options in the Classification and Type fields of an account. You can also identify the order by the values in the Order column in the sections (for example, the value 1 in the Order column indicates that the corresponding account classification or type appears in the first position in the Classification or Type field of an account).

  
  

To configure the display of the main area of an account:

1. In the Accounts Config window, click the Screen tab.
   The Account Highlight and Account Detail subtabs appear.

   Info
   The Selected section displays the following columns: Name: Name of the field. Data Index: Internal name of the field. Type: Characteristic of the field. Required: Indicates if the field must contain a value (mandatory field) to create or update an account. Column: CoIumnar position of the field in an account.

2. On the Account Highlight subtab, in the Available section, select the fields that you want to be displayed in the main area of an account, and then click the right arrow icon.
   The selected fields appear in the Selected section.
   

   Tip
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   You can filter the fields in the Available section by using the Filter box.

3. In the Selected section, select the field that you do not want to be displayed in the main area of an account, and then click the left arrow icon.
   The selected field is removed from the Selected section, and it appears in the Available section.
   

   Tip
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   You can revert your changes by clicking Reset.

4. To define the position of a field in an account, in the Selected section, drag the field to the position you want. 
   

   Info
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   The order in which the fields appear in the Selected section represents the order in which they appear in an account.

5. To modify the properties of the selected fields, in the Selected section, click the cell containing the property you want to modify, and then specify the property you want.
   

   Tip
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   You can revert your changes by clicking Reset. You can preview your changes by expanding the Preview section.

6. Click Save.

   The display of the main area of an account is configured.