Custom Lead and Contract Views
NOTE: Applies to AdminBase Web versions dated 2021.11.2.1 and later. You can check your version in Settings.
The ability for adding custom views to Leads and Contracts in AdminBase has been added.
First you need to create the view. Then you need to make it visible and in the position you want.
Creating a Custom View
1.IGo to Settings → Custom Views
2. Click Add Contract/Customer View or Add Lead View
3. No and Tag are filled in for you and are used internally. Component Name is a unique identifier for the new view. Eg ‘DELSTODAY’. It should be in capitals with no spaces.
4. Settings Name is the name that the View will appear as in My Settings.
5. Component Caption is how it will appear in the Leads or Contract Browser.
6. If you are creating a view for Leads tick to indicate this
7. Once you have added these a default query will appear here. You can load in a query or save one here.
Please ask AdminBase Support for the SQL you need to create the view you require.
8. Amend your query and check the results using the Preview button.
NOTE: Queries that need a user choice are not supported. The intention of this facility is to give drill down capabilities from the home screen. Home screen widgets must not require user choices.
Adding to Views in Leads or Contracts
1.IOnce your custom view has been created it will now appear in My Settings at the very bottom of the list and coloured green.
2. Click on the Green View and it will turn Blue. You can now drag and drop it into the position you prefer.
3. Finally tick Visible for it to appear in the relevant View list in AdminBase
4. Custom Views are company wide - so only need setting up once but their visibility and position needs to be set for each user.