Administration Guide
Modifying Shared Views
You can modify a shared view as follows:
- From the Sidebar, navigate to General > Shared Views > [Object Class].
- Double-click the view. The Shared View [View Name] dialog box opens, where you can see how the data view will look like using a small sample of records from the database.
- Click Customize. The Customize View dialog box opens.
- Modify the view as needed.
- Click OK to close the Customize View dialog box. If you are satisfied with the preview, click OK in the Shared View dialog box.