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Create or Edit a Contact View

The CRM offers many ways to find the contacts you are looking for. You can search for individual contacts or view entire lists of contacts.
 
To view an entire list of Contacts:
  1. Click on the Contacts tab.
  2. Select the desired list from the View pull down menu
    -  Click the Go button if the desired view is already selected.
  3. You can scroll through this list using the Next and Previous link on the bottom.
To create a New View:
  1. Click on the Contacts tab.
  2. Click on the Create New View link next to the pull down menu.
  3. Enter a View Name
    - Example: “Top 100 Clients”
  4. In Step 2, specify the Filter Criteria for this Contact View.
    - Example:
    Select Group in the Field pull down menu.
    Choose Includes in the Operator pull down menu.
    Enter the exact Group name in the Value box, such as “Client: Top 100”.
    - Note: The Group has to be spelled exactly the same as your Group Name.
  5. In Step 3, add the fields you want to see in this Contact View.
  6. In Step 4, select who you want to be able to see this view.
  7. Click the Save button.
To edit an existing Contact View:
  1. Click on the Contacts tab.
  2. Select the desired list from the View pull down menu
    -  Click the Go button if the desired view is already selected.
  3. Click Edit to adjust the name, filters, and displayed columns.

Watch the video below to learn how to create a contact view:

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