.Creating a View vU13

You can create predefined accounts dashboard views for yourself, agents, or agent teams. Views help you easily find and monitor key accounts data without the need for a manual search.

To create a view:

1. Click .
   The New Search View dialog box appears.
2. Enter a name for the view in the View Name field.

3. Enter values in the fields in the following sections for a view:

   Section	Description
   Specify Filter Criteria	Enter the filter criteria in the following fields: Agent Agent Team Classification Type Date Range
   Restrict Editors	To allow or restrict modification of a ticket view, select one of the following options as required: Everyone: Indicates that all users can modify the ticket view Users: Indicates that only the selected users can modify the ticket view If you select this option, in the Available Users subsection that appears, select the users for whom you want to allow the modification of the ticket view, and then click. To revert the change, click . If you do not want a user to be able to modify a ticket view, in the Selected Users subsection, select the user, and then click  .
   Restrict Visibility	To allow or restrict visibility of a ticket view, select one of the following options as required: Everyone: Indicates that all users can view the ticket view Users: Indicates that only the selected users can view the ticket view Agents Teams: Indicates that only the selected agent teams can view the ticket view Agents: Indicates that only the selected agents can view the ticket view If you select the Users, Agent Teams, or Agents option, move the users from the Available Users subsection to the Selected Users subsection.  If you do not want the selected users to be able to view the ticket view, move them from the Selected Users subsection to the Available Users subsection. To revert the change, click .

4. Click Save.
   The Accounts Dashboard view is saved.