Configuration

User Default Views

Tagged with: FAQ, List view

When users access Ascendix, the default view for any Object will be “Recently Viewed” – which might show no data, because that user will not have recently viewed anything. There are other views a user can select, and pin as a favorite. See below:

Can I default my view to something other than “Recently Viewed”?

This is the #1 top question we get.

Yes! This is up to each user and what their default list is per tab.

For example, you set your Accounts default to “All Accounts” and your Contacts default to “My Contacts”.

Here is how to set a default view:

  1. Select the view you want to see (i.e. My Contacts)
  2. Click on the pushpin icon – and that’s it!

How Users can Create their own Custom Views

Tagged with: Configuration

To create personal views:

  • Select the Tab (i.e. Deals)
  • Select the existing view that most matches what you need (example: Open Deals)
  • Click on the Gear icon
  • Clone
  • Re-name your view (example: Deals Est. Close this Quarter)
  • Add filters (example: Est. Close Date = This Quarter)
  • You can add 1 or more filters to get a finite view of your data

Also, please see the following video: How to Create the Own View.