Spring24 Admin Guide

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Creating a View

To create an account view:

  1. On the Configure tab of the LiveVox Portal (LVP), click Account > Accounts Config.
  2. On the Views tab, click + to add a new view.

  3. In the Settings subtab, under the General Settings section, enter a name to identify the account view throughout the LiveVox Portal and the agent desktop, select a Type (List of Dashboard), and provide a brief description of the view. 


  4. On the Filter Criteria subtab, specify the fields based on which you want the records to be filtered. 

    Account: If you select the Unassigned checkbox, when the current account view is selected, only the Accounts that are not assigned to an agent or agent team appear in the Account table. 

  5. In the Columns to Display subtab, select the list columns to be displayed in the accounts view.

  6. In the Permissions subtab, specify the list of Restrict Editors, and Restrict Visibility to Users, Agent teams, and Agents.

    • For information about the subtabs, see Subtabs Used When Designing a View.
    • The Summary section on the Design subtab displays the changes that you make on each of its subtabs, in real time.
  7. Click Save.
    A message stating that the view has been updated appears.

Accessing a View

To access an account view:

  1. On the Configure tab of LVP, click Account > Accounts Config.
  2. On the Views tab, double-click the row displaying the view.

Previewing a View

To preview an account view, access the view, and then click the Preview tab.

Copying or Deleting a View

To modify, copy or delete an account view:

  1. On the Configure tab of LVP, click Account > Accounts Config.
  2. On the Views tab, click the row displaying the view, and then click Copy , or Delete . 

To modify the design of the view, on the Views subtab, double-click the row displaying the view.

Viewing the Changes Made to a View

To view a summary of all the changes made to an account view, access the view, and then click the History tab.
A summary of all the changes made to the view appears.

The time in the Created Date column represents your time zone.

Searching for a View

To search for an account view:

  1. On the Configure tab of LVP, click Account > Accounts Config.
  2. On the Views tab, click the search icon, enter the name or description of the view (at least three characters).
    The views that meet the search criterion appear in the table.
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