What are Account Views?

Views are saved queries that filter accounts displayed so that you can narrow your search quickly and easily. Account views are defined online and automatically update when the supporting data matching the query is modified. Account Views are typically created centrally by administrators and shared to groups of end users.

When you select a View on your device, the accounts returned by the query display. You can assign accounts to Views dynamically.

Account Views can be accessed from the following places:

  • My Schedule Week View
  • My Schedule Scheduler View
  • My Accounts List View
  • My Accounts Table View