Creating account views

You can create a new account view, including the name, section headings, and account fields.

To create a new account view:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click Fields & Views in the Database Setup area.

  3. Click the Views tab.

    An image of the Fields and Views window with the Views tab selected.

  4. Click Add An image of the Add button. in the lower-left corner, then click Add Account View.

    An image of the Fields and Views window. In a shortcut menu, Add Account View is highlighted.

  5. Enter the name of the new account view in the View name field.

  6. Click Add An image of the Add button. in the View Designer section, and select Add Account Field.

    An image of the View Designer section, which is highlighted with a red box.

  7. Click the drop-down list, and select the field you want to add.
  8. Click Add to add the field to your view. Once added, it will appear in the list of fields for your view.
  9. Click Save.

Your account view has been created.

Learn more

Account views

Account fields

Contact views

Contact fields