Here’s how you can make Views and better process your Person Accounts in TutterflyCRM:
Create a new View in Person Account
Step 1: Click on the Settings >> New link.
Step 2: It will display a window that will look like the image below:
Step 3: Type in the ‘List Name’ and choose the appropriate display settings.
Only I can see this List-View: Only the logged in user can access this View.
All users can see this List-View: All users can access this View.
Step 4: Click on the ‘Add button’. The new View gets added to the list of Views displayed in the top-left corner.
Step 1: Go to Settings >> Rename.
Step 2: From the ‘Rename List View’ title, type-in the new ‘List View’ and click on ‘Save’ button.
Step 3: A message box will appear to indicate that the rename has been completed successfully.
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.
Step 3: Then, click on the ‘Save’ button.
Step 1: Go to ‘Settings’ and click on ‘Edit List Filters’. A pop-up will appear in the right side. Just like the one shown in the window below.
Step 2: Click on ‘Add Filter’ and fill in details such as a field, operator, and value. Then, click on the ‘Done’ button.
Step 3: After finalizing the filters, click on the ’Save’ button.
Step 4: A list of Person Accounts will appear filled with values that match the keyword such as ‘new’.
Step 5: A user can also change visibility settings by clicking on the ‘Show Me’ box. A user has to choose between ‘All Accounts’ and ‘My Accounts’. Next, click on the ‘Done’ button.
All Accounts: A user can apply a filter to View all the Person Accounts created by the admin and other users.
My Accounts: A user can apply a filter to a View showing only the Person Account created by the user.
Note: We can also set these parameters from the filter icon.
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’ button to save the changes made.
Select Fields to Display
Step 1: Click on Settings >> Select Fields to Display.
Step 2: From the ‘Select Field to Display’ box, a user can add or remove fields that will be visible to the user in a View.
Step 3: There are two sections: ‘Available fields’ and ‘Visible fields’. To add an item, select column names and click on the ‘>’ symbol. To remove an item from visible fields, click on the ‘<’ icon.
Step 4: At last! we are reaching the final steps in learning all about Views. There is a functionality to set the order where each column will be displayed in a View. This can be achieved by clicking on the ‘up’ and ‘down’ icons.
Step 5: Here we are! Now, click on the ‘Add’ button to proceed with arranging columns as required.
Note: Filter and other settings can not be applied to the default View.