Classic - Field View

Field View is used to control the number of fields (columns) displayed in the main grid. The columns contain data from lead details according to the filter set selected.

Admins can view and edit field views associated with their Custom Queues.

Create a Field View

Open

• Any field from the organization’s library field can be selected to display in a field view.

• A field view name is required to create and save the field view.

• The required fields in any field view (cannot be removed/deleted) are:

  • Lead Name

  • Primary Officer

  • Campaign

  • Status

  • Created Date

  • Application ID

• The order of fields displayed can be decided when creating a field view.

• When multiple field views exist, any field view can be selected as the Primary field view.

• Library field names for the organization are displayed as they are saved in the organization’s workflow.

• Limitations:

  • Up to 50 fields can be included in each field view per organization.

  • Up to 25 field views can be created per user in any organization.

Update a Field View

Open

• Any field can be removed or added to the list of fields in the field view being updated.

• System-required fields cannot be removed.

• If a saved field view is updated to be the Primary view, then whenever the user navigates to My Pipeline, the field view field will auto-populate to display the selected Primary field view.

• A field view name can be updated but cannot be removed.

• When a field view is associated to a preset report, the field view is cannot be updated.

• When a field view is not associated to a preset report, the field view can be updated.

Delete a Field View

Open

• All field views except the system default view can be deleted.

• Once all other field views are deleted, the system default view automatically becomes the default field view.