Editing contact views

Once you have created a contact view you can modify the view according to your preferences.

Note: The All Contact Fields view always reflects the latest list of fields. You cannot re-order, add, or delete fields from the view itself.

To edit a 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 section.

  3. Click the Views tab.

    Classic UI

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

    Redwood experience

  4. Search for the view that you want to change.

  5. Edit the view as required. You can configure the view in the following ways:

    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.

     

  6. Save your changes.

Learn more

Contact views

Creating contact views

Setting default contact views