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Intro To List Views (and Editing a List View)

List Views are what you see when you click on "Go" after clicking on a tab. You can create new list views to see a specific set of records such as contacts, properties or Service Files. List Views helps you filter and choose the fields you want to view... and they even can let you edit multiple records at once! (If that excites you, read this article).

Go to the Salesforce documentation for creating a custom List View

1. Learn what views you already have by using the dropdown menu and hitting "Go"

1. Learn what views you already have by using the dropdown menu and hitting "Go"

When you first click on a tab, you will see recently viewed items. Select a List View and click the Go button to see the results.

2. Example: How to Create a new List View

In this example, we'll create a new list view by editing an old one. You can create new ones once you know how to edit filters and add and remove fields. Here we're using the  "Homeownership Files" as a starting point, because it shares characteristics we're looking for in our new view.

3. Click  "Edit" to use an existing view as a base (or click "Create New View" to start from scratch)

3. Click  "Edit" to use an existing view as a base (or click "Create New View" to start from scratch)

In this example we'll hit "Edit."

4. Name or rename the View

4. Name or rename the View

-In Step 2, you can also adjust filters

6. Adjust the filters for the List View

6. Adjust the filters for the List View

If you filter using the field "Record Type" and select one Record Type, you'll be able to edit the same field for multiple records from the List View.

3. Edit the fields you want to show up as Columns in your new List View

3. Edit the fields you want to show up as Columns in your new List View

-You can also change the order of the columns by selecting fields and clicking on the arrows on the right.

3. Restrict Visability and "Save As" a new View

3. Restrict Visability and "Save As" a new View

You can create "user groups" so that views don't clutter your staff list views with ones that are uneccesary for them.

4. Done! Bonus: If you use a Record Type filter in step 2 You can edit some of the fields and easily spot fields with missing data.

4. Done! Bonus: If you use a Record Type filter in step 2 You can edit some of the fields and easily spot fields with missing data.

- Look for the pencil when you hover over a field.

- Double click on any field you want to change.

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