How To Add New List Views

For some users, it can be overwhelming to have access to all of the data for all customers that live in Presentations & Order Management.

To help manage the information displayed in any list, users can add custom views that segment only the data they wish to view at that time.

To add a New View, locate the cog wheel icon in the top right of your list.

Click Add View, name the new view, and select all of the necessary columns that you would like displayed.  You can also add specific salespeople or customers to further manage that specific view.

Click Save and your new view will be added to the view bar. 

If you need to edit the view or delete it, simply click on the name of the view and select your option from the dropdown.