All View’s Actions

To access All View’s Actions, from the left-hand navigation links, select Contacts > View Options dropdown.

Under the ‘All View’s’ Actions, the following options are available.

1. Manage Views: The Manage View screen displays views bifurcated by All Views, Favorites, Created By Me, and Default. On this screen, perform the following actions.

   1. Navigate between the All Views, Favorites, Created by Me, and Default tabs to select the desired view.
   2. Select an individual view.
   3. Navigate to the top menu bar to access ‘View Details,’ Copy Link to View, Set/Unset as Default and Delete, etc.
   4. Filter the records by applying the Created By, Share Options, and Add to Page filters.
   5. Sort the data in Ascending and Descending order by applying different sorting criteria.
   6. Click on +Add to add the view on the Contacts home page.

      

2. Set as Default View: Selecting this option will set the selected view as a default view. Once this option is selected, click on Unset as default on the confirmation popup.

   

3. Unset as Default View: Selecting this option will unset the initially selected view as a default. Once this option is selected, click on Unset as default on the confirmation popup.

   

4. Reset to Default Views Config: Selecting this option will reset all views to the system default views.