Creating account views

Note: We're updating our help center to reflect the new Redwood experience. During the transition, some content reflects the previous version of the UI.

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.

    Classic UI

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

    Redwood experience

  4. Create the new view:
    • In the classic UI, in the left panel, click AddAn image of the Add button., then select Add Account View.
    • In the Redwood experience, in the left panel, click and then click Add Account View.

     

    Classic UI

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

    Redwood experience

  5. Provide a name for the view and add fields to the view:

    • In the classic UI, click AddAn image of the Add button. in the View Designer section, and select Add Contact Field or Add Account Field. Then add fields to the view..

    • In the Redwood experience, in the View designer, search for and select the fields you want to add. You can expand and collapse the field types to help in your search.

  6. When you're finished, save your view.

After you finish: 

You can set the view as your default. Learn how to change the default for all users.

  • In the classic UI, right-click the view and select Set View as Default. In the Redwood experience, click the actions menu and then click Set as Default.

Note: The terms account and company are used interchangeably in some areas of the application.

You can view the dependencies for the view. For example, a dependency is created if a user uses the view as their default.

  • In the classic UI, right-click the view and select Show View Dependencies. In the Redwood experience, click the actions menu and then click View Dependencies.

You can manage how can see the view.

  • In the classic UI, right-click the view and select Permissions . In the Redwood experience, click the actions menu and then click View Dependencies.

Important: The Set Security permissions are visible to users with Customer Admin accounts. You must have the Set Security permission to manage view, edit, delete, and set security permissions for users and security groups.

You can rearrange the order of fields in the view.

  • In the classic UI, click-and-drag a field to a new position. In the Redwood experience, click the actions menu and then click Edit. Then click the drag handle to drag a field to a new position.

Classic UI

An image of the View Designer section. The Company Name account field is being dragged under the Business Phone account field.

Redwood experience

You can delete the view if there are no dependencies.

  • In the classic UI, in the left panel, click the view and then click Delete. In the Redwood experience, in the left panel click the view. Click the actions menu and then click Delete.

 

Your account view has been created.

Learn more

Account views

Account fields

Contact views

Contact fields