Creating contact views

You can create a new contact view and add contact and account fields to it.

To create a new contact 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., then select Add Contact View.
  5. Enter the name of the new contact view in the View name field.
  6. Click Add An image of the Add button. in the View Designer section, and select Add Contact Field or Add Account Field.

  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.

After you finish: 

  • You can manage who can use the view by right-clicking the view and choosing Permissions. Learn more.
  • Users can change the view being displayed when they are working in Oracle Eloqua. Just click the An image of the Views icon. button, and select another view from the drop-down list.

    An image of the Contact Views drop-down list.

  • If you delete a contact view, the Dependency Checker runs to determine if any other assets are dependent on the view. You must resolve all dependencies before you can delete the view.

Note: When you delete a dependency, you are permanently removing that marketing object from the application. You can check whether there are any dependencies associated with this view prior to attempting to delete it by right-clicking on the name of the view and selecting Show View Dependencies.

Learn more

Contact views

Changing a contact view

Editing contact views

Setting default contact views