Create a New View in Contact
Managing so many contacts can be difficult. TutterflyCRM makes it easy for you by creating views.
Note: To know more about Views, go to dedicated section for this from the link below.
Step 1: Click on the Settings >> New link.
Step 2: This will display a window that will look like the image below:
Step 3: Type in the ‘List Name’ and choose display settings.
● Only I can see this list-view: The view is only visible to the user creating the view.
● All users can see this list-view: All users can access the new view.
Step 4: Click on the ‘Add button’. The new view gets added to the list of views displayed in the top-left corner, just like the image below:
How to Rename the View
Step 1: Click on the rename option.
Step 2: Enter the view name to which you want to replace the created view.
Step 3: Click on save.
Change the Sharing Setting
In TutterflyCRM, a user can control access to some parts of the data by using share settings. Listed below are steps to limit other users from accessing important data.
Step 1: Go to Settings >> Sharing Settings. A box will appear like the one shown in this image below:
Step 2: From the ‘Sharing Settings’ box, select the options to set the privacy level.
● Only I can see this List-View: Only the owner account skytravels will be able to see the view.
● All users can see this list-view: All the users will be able to see the view.
Step 3: Next, click on the ‘Save’ button.
Edit List Filters
Step 1: Go to ‘Settings’ and click on ‘Edit List Filters’. A pop-up will appear in the right-hand corner just like the one shown in the window below.
Step 2: This pop-up can also appear by clicking the filter icon.
Step 3: A user can change visibility settings, click on ‘Show Me’ box. A user has to choose between ‘All Accounts’ and ‘My Accounts’ and click on ‘Done’ button.
All Accounts: A user can apply a filter to view all the Contacts created by the admin and other agents.
My Accounts: A user can apply a filter to a view showing only the Contacts created by the user.
Step 4: Click on ‘Add Filter’ and fill in details such as a field, operator, and value. Next, click on the ‘Done’ button.
Step 5: Click the ‘Save’ button to save the changes made.
Remove an Existing Filter
Step 1: There is another option to clear an existing filter by clicking on the ‘Remove All’ link in the far right corner.
Step 2: Click on the ‘Save’ to save the changes made.
Select Fields to Display
Step 1: Click on Settings >> Select Fields to Display.
Step 2: Click on Settings >> Select Fields to Display.
Step 3: Congratulations! We are reaching the end. From the ‘Select Fields to Display’ box, a user can add or remove fields in a View. There are two sections:
‘Available Fields’ and ‘visible fields’. To add an item, select column names and click on ‘>’ symbol. To remove an item from visible fields, click on the ‘<’ icon. Click on ‘˄’ OR ‘˅’ symbol to change the position in the view.
Step 4: Great! We have learned all about managing Views in ‘Contacts’. Now, click on ‘Add’ button to proceed with the action of adding new or ‘Cancel’ to remove any changes made.
Note: These changes are not applicable on the Default View.