This topic describes the tabs that appear when you design an account view, contact view, or ticket view.

 Subtab

Description

Fields to Display

This subtab enables you to define which columns appear in the table when the view is selected.

  • The items in the Selected section represent the columns that appear in the table.
  • The order in which the items appear in the Selected section represents the order in which they appear as columns in the table.
  • To display additional columns in the table, in the Available section, select the names of those columns, and then click the right arrow icon right-arrow icon.
  • To hide certain columns from the table, in the Selected section, select the names of those columns, and then click the left arrow icon left-arrow icon.
  • To modify the position of a column in the table, in the Selected section, drag the name of that column to the position you want.
  • 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  reset icon.
Restrict Editors

This subtab enables you to define who can modify the view.

By default, the view can be modified by anyone. If you want the view to be modifiable to only certain users, in the Available section, select their names, and then click the right arrow icon right-arrow icon. If you do not want the view to be modifiable to the selected users, in the Selected section, select their names, and then click the left arrow icon left-arrow icon.

  • 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  reset icon.
Restrict Visibility 

This subtab enables you to define who can see the view.

By default, the view is visible to everyone. If you want the 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 right-arrow icon.

  • Users: This option indicates that the view is visible to only the selected users. Users include those who can access LVP (for example, a manager).
  • Teams: This option indicates that the view is visible to only the selected agent teams.
  • Agents: This option indicates that the view is visible to only the selected agents.

If you do not want the 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 left-arrow icon.

  • You can restrict visibility across users, teams, and agents. That is, when defining the visibility of the view, you can use one or all of the options (Users, Teams, and Agents), one after another. For example, you can make the 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 reset icon.