Administration Guide

Modifying Shared Views

You can modify a shared view as follows:

  1. From the Sidebar, navigate to General > Shared Views > [Object Class].
  2. 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.
  3. Click Customize. The Customize View dialog box opens.
  4. Modify the view as needed.
  5. Click OK to close the Customize View dialog box. If you are satisfied with the preview, click OK in the Shared View dialog box.