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.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
In this tutorial we will cover the following topics:
If you want to learn how to create, edit, star, and/or bookmark your Saved Views, please visit the following tutorial:
To learn more about Views, please visit our tutorial:
Navigate 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'.
Access 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.
Thanks to the search functionality you will be able to find the View you are looking for by just typing its name in the search box. You can also use the advance search to narrow down your Saved Views to display only those you need. To learn more about the advanced search, please visit the 'Advanced Search' section of the following tutorial:
Delete 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.