How to setup custom lead or contract views [Video]

In this training video, you can learn how to create and enable custom lead or contract views. This will then show the custom view within the lead or contracts browser

In Brief

  • Click on Settings → Custom Views to create a new view, and click either Add Contract/Customer View or Add Lead View

  • Enter the Component Name, Settings Name and Component Caption

  • Enter the SQL Statement provided by Adminbase support and click Preview to test which records will be shown

  • Within Settings → My Settings, enable the Custom View within the Lead Views or Contract Views tab

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