Create and manage personal CRM application views

Overview

Before you begin

[!IMPORTANT] - Permissions: You need access to the CRM application. - Configuration: Your administrator must enable employee view customization. - Scope: Personal views apply only to you.

Create a personal view

1. Open the view switcher in the CRM application.

1. Select New View.
2. Enter a view name.
3. Select a page layout.
4. Configure menus and page components.
5. Select Save.

Copy a view

1. Open Manage Views in the CRM application.

1. Locate the view that you want to copy.
2. Select Copy and New.
3. Change the view name and configuration.
4. Select Save.

Manage personal views

1. Open Manage Views in the CRM application.
2. Locate a personal view.
3. Edit or delete the view as needed.
4. Save your changes.

Considerations

• If the administrator disables employee view customization, you can switch only among tenant-level views.
• Personal views do not affect other users.
• If New View is unavailable, ask your administrator to verify the setting.

Expected result

Related topics

• Configure CRM application views
• Build a CRM application view for a sales team
• Set up personal Web main navigation