Creating quick views of leads, accounts, and opportunities

Setting up custom views of your clients through data fields you define will give you a hand to quickly obtain client details or get hold of necessary information you need every day.

1. Click Leads, Accounts, or Opportunities on the top of the LogixCRM.

The page view by default is My View shown on the top left. The clickable buttons or tags on the right are:

• Hide button : Hides all the buttons under the button.
• Previous page button
• Page numbers
• Count tag : Shows the number of clients listed in the page and the total number of clients.
• List view threshold : Click the drop-down icon to change the total number of clients to display in a single page.

2. Click New View on the top right to create a new page view.

3. Choose to create from an existing view or to create a brand new one, name the new view, and then click Save and Next.

4. Set up the criteria to filter data, select data fields, and configure the visibility of this new view.

a. View Name: The name is required. Click to revise the name if necessary.

b. Specify Filter Criteria: Click New Filter to add and designate one or more data filtering conditions from the field labels that you have created for your leads / accounts / opportunities. Then specify the condition logic for filtering criteria. For example, if you add two data fields, you can write “1 or 2” to filter either by the first data field or the second one. Otherwise, you can write “1 and 2” to the filter the data that meet both data fields.

Item	Description
• Field	Pick a field label from the selection list and select a condition that meets your demand. The selectable field labels all initiate with “New”, indicating to replace the original configuration.
• Condition	The conditional options vary with the data fields. If the selected data field denotes a string input, any data of your leads / accounts / opportunities that is equal to, starts with, or contains that string would be included for the workflow. If the selected data field denotes a number or date, the workflow would appropriately apply to any of your leads / accounts / opportunities that match the information equal to, greater than, or less than the specified number or date.
• Value	Manually enter a specified value for the selected data field, and the value could be a specific client name, an affiliate ID, a place name, an integer or other numbers, or an email address.

c. Select Fields to Display: Click a data field to select it and click the left or right arrow to resume the unwanted data fields to the Available Fields or move the available data fields to the Selected Fields.

d. Restrict Visibility: Select a level to control the access of the new view and visibility.

5. Click Save.

6. Go back to the Leads / Accounts / Opportunities, and click the view list on the top left and select the new view you just create to see the results.

7. If any modification is necessary for a view, click Edit View on the right.