Views

The "Views" button:

allows you to create, modify and delete Views. A View can be used to store:

  • Column Layouts

  • Filters

For example, suppose you want to create a View for the Finance team displaying only contracts above a certain value. To do this, begin by applying a filter:

Then click "Views" -> "Save as New"

choose a name, for example "Finance View":

Once the view is saved, you will have a link which will allow you to share the View:

Only the View itself is shared. Users will still only be able to access data in accordance with the permissions set by Administrators.

Demonstration - Company Views

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