8,849
edits
Changes
→System Views
* When you click on the "New System View" button, you will be prompted to select the role to which the System View pertains. Select the appropriate role and click "OK."
* You will now see three tabs in the right-hand frame: Properties, Columns and Export.
==Personal Views==
* When you click on the "New Personal View" button, the only difference from System Views will be that you will
====Properties====
* By default, the "View Name" will match the role that you have selected. The name of the list view can be edited.
* Select a display order. This will define which list view will be the default for users who possess multiple roles. List views with lower display orders will display before those with higher display orders.
* The default value for the "Open Button Label" is "Open." Changing this value will change the caption on the button used to access a specific record in the list view.
* Checking the "Open in edit mode" option will mean that when records are opened, they will default to edit mode as opposed to view mode.