How do I create an Account View?

To create a view:

1. Log into Vault CRM on the browser and select the My Accounts tab.

2. Select Create New View.

3. Enter a name for the View.

4. Filter by Record Type, Account Record Ownership, and Preferred Address by selecting the appropriate items in the What to Search In section.

5. Specify filters based on other criteria in the Search Criteria section.

6. Select and order the columns to display in the appropriate order.

7. Control who can see the view at a profile level in the Visibility section.

8. Select Save.