Manage Saved Views by editing view names, duplicating views or removing saved views from the workspace permanently by deleting them.
Views are a table of object records that exist in any of the TermSheet modules.
Views are listed on the left of the screen under "Saved Views" in modules like Companies, Contacts, and Properties.
💡Things to Consider
Ability to Edit, Duplicate, or Delete Views is currently available in the following Modules:
Deals (through the gear icon in the Views sidebar on the left of the screen)
Companies (through the ⁝ menu icon in the top right corner of the view table)
Contacts (through the ⁝ menu icon in the top right corner of the view table)
Global Tasks (through the gear icon in the Views sidebar on the left of the screen)
Aggregated Tasks (not currently available)
Properties (through the ⁝ menu icon in the top right corner of the view table)
Custom Objects (through the ⁝ menu icon in the top right corner of the view table)
Customers using Basic Permissions can only manage permissions to edit/delete saved views for the Deals and Global Task Modules.
Any user can Edit, Duplicate, or Delete Saved Views in Companies, Contacts, and Properties.
Customers using Extended Permissions should use the "Manage public custom views" permission in any module to grant or restrict access to these actions.
⚙️Steps
How to Manage Views through the ⁝ icon in the top right corner of the view table.
- Select CRM or Properties Module from the top header. (select Companies /Contacts if CRM was selected)
- Select any of the Saved Views on the left side to access the view.
- Select the ⁝ menu icon in the top right of the view table
Edit the Saved View
- To edit the View name, select Edit from the ⁝ menu.
- Change the name of the view then select Save.
Duplicate the Saved View
Duplicating a Saved View will copy the column fields.
Filters will not be copied over on the duplicated view. Filters will need to be configured.
- To duplicate the View, select Duplicate from the ⁝ menu.
- The Saved View will be duplicated and the new view will be saved as "View Name (Copy)".
- Rename the Duplicated View by following the instructions to edit a Saved View above.
Delete a View
- To delete the View, select Delete from the ⁝ menu.
- Confirm the deletion. This action is irreversible.
