Your Saved Views in FreeAgent CRM can all be accessed and managed in a single place for your convenience, in Manage Views in your Settings.
In this tutorial we will cover the following topics:
- Access Level Needed to Manage Views
- Navigating to Manage Views
- Accessing your Saved Views
- Deleting Saved Views
If you want to learn how to create, edit, star, and/or bookmark your Saved Views, please visit this tutorial.
To learn more about the different Views available in FreeAgent CRM, please visit this tutorial.
Access Level Needed to Manage Views
This feature is available for all users in FreeAgent CRM.
Navigating to Manage Views
Open your Menu and click on 'Settings' to display the available options. Then click 'Manage Views'. You can also get there faster using the menu's search feature, just start typing 'Manage Views'.
Accessing your Saved Views
This page displays a list of all the Saved Views created by you and your team members. This list includes the Saved View's name, the App it was created for, the name of the team member that created the Saved View. Here you can also see if a Saved View was shared with the entire team or not, the date of its creation and when it was last edited.
To go to any of the Saved Views on the list, just click its name.
Deleting Saved Views
To delete an existing Save View all you need to do is select it by clicking on the checkbox right next to its name and then click the 'Delete' button.
Please note that this list includes all the Saved Views in your team, so make sure you only delete those that you created to avoid deleting someone else's Saved View, as this operation can not be undone.