Create and Manage Views

The List-Views are important to display customer-specific data according to your business. Follow the steps listed here to make working with Views faster.

Create a New View in Opportunity

Step 1: Click on the Settings >> New link.

Step 2: This will display a window that will look like the image below:

Step 3: 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:

Rename the List View

Step 1: Go to Settings >> Rename View.

Step 2: From the ‘Rename List View’, retype the ‘List Name’ and click on ‘Save’ button.

Change the Sharing Setting

In TutterflyCRM, a user can control access to some parts of the data by using share settings. Follow the below-listed steps to manage your sharing settings.

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 access level for the View.

Only I can see this List View: This View can be accessed by only the user who created it.

All users can see this List View: This can be accessed by all the users in that particular subdomain.

Step 3: Then, click on the ‘Save’ button.

Edit List Filters

Step 1: Go to ‘Settings’ and click on ‘Edit List Filters’.

Step 2: A pop-up will appear on the right side. Just like the one shown in the window below.

Step 3: Click on ‘Add Filter’ and fill in details such as a field, operator, and value. Next, click on the ‘Done’ button.

Step 4: Click the ‘Save’ button to save the changes made.

Step 5: A user can also change visibility settings. This can be done by clicking on the ‘Show Me’ box.

Step 6: 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 opportunities created by the admin and other agents.

My Accounts: A user can apply a filter to a View showing only the opportunities created by the user.

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 which he wants to display.

Step 3: There are two sections: ‘Available fields’ and ‘Visible fields’. ‘Available fields’ indicates all the fields of an Opportunity record. The ‘Visible fields’ indicates the fields which we are going to include in a  particular View. To add an item, select column names and click on ‘>’ symbol to shift the field in visible field section. To remove an item from visible fields, click on the ‘<’ icon.

Step 4: Great! We are almost at the end. The up and down arrows are there to arrange the position of each column in a View.

Step 5: Awesome! Click on the ‘Add’ button.

Note: These changes do not apply to the default section. A user needs to create a new View to manage Views.