Use contact views to view a set of filtered contacts according to a set of predefined filters. Contact views can help you to get to your to-dos as quick as possible.
The View Selector is available at two locations, Contacts and Messages. You will be able to see a list of preset views and custom views in the selector.
If the default views do not achieve your filtering needs, you can add new views to the space and reuse it when necessary.
Step 1: Navigate to any View Selector Navigate to Contacts or Messages module and press on the View Selector
Step 2: Select ADD NEW VIEW At the bottom of View Selector, there is an option where you can add a new view.
Step 3: Name the view Give an appropriate name to the view and make sure the name is self explanatory.
Step 4: Specify the filters Based on your filtering needs, specify the filters for the new view.
In which channel the contact originated from
In which contact has open or closed conversation
In which users the contact is assigned to
In which tags the contacts are tagged with
In which gender the contact is
In which locale the contact initiated with
In which date the contact's last message time
In which date the contact was added
Step 5: Save the view Review the options and press SAVE VIEW to save the filters to the new view
You can share the views you added to other users or teams in the Space. Views can be shared in 3 different settings :-
The view can only be accessed by the creator
The view can be accessed by all users in the Space
The view can be accessed by specific users or team
Step 1: Navigate to any View Selector Navigate to the View Selector or Filtering Options of a view Step 2: Select More Actions Press on the icon and select Share Settings from the menu
Step 3: Select a preferred share settings Select which share setting you prefer. If you select Shared, please fill in the list of users or teams you would like to share with.
Step 4: Save the view Review the settings and press SAVE when you are ready.
Step 1: Navigate to any View Selector Select the View to be edited from the View Selector.
Step 2: Show the filtering options Press the button to bring up Filtering options.
Step 3: Make changes to the filtering options Change any of the Filtering options and you will see the name of the view has "Edited" appended at the end of the View name.
Step 4: Save the view Once you are done with the Filtering options, either save the edited View by pressing SAVE VIEW button at the bottom. Alternatively, you can press the drop up button to save it as a new view.
Step 1: Navigate to any View Selector Navigate to the View Selector or Filtering Options of a view
Step 2: Select More Actions Press on the icon and select Rename from the menu
Step 3: Rename the view Give the selected a new name
Step 4: Save the view Press the blue "SAVE" button to save the new name.
If a view is no longer relevant or a duplicate of another, it can be deleted from the space by choosing Delete from the actions menu.