Modifying views

You can modify your views by:

In the views data table, hovering over the view and clicking the Edit View button
.
After you have saved a view, clicking the Edit button
.

You can make the following changes to a view:

Modification	How to modify
Edit view name	In the view banner, enter the new Name.
Add or edit view description	In the view banner, enter or edit the Description.
Add fields	In the Fields section, click the Select button . You can also use the Add Fields text search field to search for specific fields and add them to your view.
Remove fields	In the Fields section, click the Clear button on the field you want to remove.
Reorder view columns	In the Fields section, drag and drop the fields to the desired position.
Apply filters on fields	In the Filters section, click a field, and select the filter values. For some fields, you will need to select an operator and specify the values to work in conjunction with it.
Edit filters	In the Filters section, click a filtered field, and edit the filter selection.
Remove filters	In the Filters section, click the Clear button on the field you want to remove the filter from.
Clear all filters	In the Filters section, click the Clear Filters button .

After making your changes, click the Save button

. This executes the view so the tabs reflect the latest NexJ CRM data.