.Account Views vU15

Introduction

An account view is a filter for displaying the accounts that meet predefined criteria in a customized table. Account views are intended to help you and your agents to easily segment, find, track, prioritize, or manage accounts, without the need to manually search for a specific set of accounts.

You can define an account view based on the properties of an account. In addition, you can define who can view or modify an account view.

Configuring an Account View

To configure an account view:

1. On the Configure tab, click Accounts > Accounts Config.
   The Accounts Config window appears.
2. On the Views tab, on the Views subtab, click New.
   The New Search View window appears.

3. Specify values in the following fields:

   • Name: Name to identify the view.
   • Type: Type of account display (that is, account dashboard or account list) to which the view is applicable.

   • Description: Description for the view. This field is optional.
     The account view is created and is available on the Views subtab. The Design tab appears to enable you to design the view.

4. Click Save.

5. On the Design tab, specify values in the sections.
   

   The Summary section of the Design tab displays the changes that you make on each section of the Design tab, in real time.

   Section Descriptions

   Section	Description
   Specify Filter Criteria	Specify the values in the fields based on which you want the accounts to be filtered.
   Select Fields to Display	The items that appear in the Selected Columns section represent the columns in the table of accounts that appears when you select the account view. If you want to display additional columns in the account table, in the Available Columns section, select the names of such columns, and then click the right arrow icon . If you want to hide certain columns from the account table, in the Selected Columns section, select the names of such columns fields, and then click the left arrow icon . The order in which the items appear in the Selected Columns section represents the order in which they appear as columns in the account table. To modify the position of a column, in the Selected Columns section, drag the name of that column to the position you want. You can revert all your changes by clicking the reset icon .
   Restrict Editors	If you want everyone to be able to modify the account view, select the Everyone option. If you want only certain users to be able to modify the account view, select the Users option, and then, in the Available Users section, select their names, and then click the right arrow icon . If you do not want the selected users to be able to modify the account view, in the Selected Users section, select their names, and then click the left arrow icon . You can revert all your changes by clicking the reset icon .
   Visibility Restriction	If you want the account view to be visible to everyone, select the Everyone option. If you want the account view to be visible to only certain users, teams, or agents, select one of the following options, and then, in the Available Users section, select their names, and then click the right arrow icon : Users: Indicates that the account view is visible to only the selected users. Teams: Indicates that the account view is visible to only the selected agent teams. Agents: 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 Users section, select their names, and then click the left arrow icon . You can revert all your changes by clicking the reset icon .

6. Click Save.
   The design of the account view is saved.