Creating Your Own Custom Views

Arun Kanagala Updated by Arun Kanagala

Custom views allow you to view your data in shopVOX based on your needs and how you want it to be displayed onscreen. Custom view are available on several pages - Job Board, Customers, and Transactions( Quotes, Sales Orders, Invoices, Payments, Purchase Orders, Credit Memos, and Refunds).

You can also further customize your screen by using Filters to help you narrow down the results on the page, or you can sort your data and organize the most important things first.

Adding New View

You can add views in four simple steps.

  1. Open the Quotes screen by clicking on the Transactions icon, then Quotes.
  1. Now, click on the My View field as shown above and select Add New View. Give the view a title.
  2. Select the view style.
    1. Cards (on Job Board only)
    2. 1- Line List ( contains one line of text )
    3. 2- Line List ( contains two lines of text )
  3. Select column labels.
    1. Horizontal
    2. Vertical
  4. Select view type.
    1. Collaborative: Anyone can edit the visibility and order of columns, sorting, and filtering rules.
    2. Locked: No one can edit the visibility and order of columns, sorting, and filtering rules.
    3. Personal: Only you can edit the visibility and order of columns, sorting, and filtering rules.

Filters

Creating filter rules is easy and a great way of refining your data. To do this click on the funnel symbol and filter data from screens/pages - Job Board, Customers, and Transactions( Quotes, Sales Orders, Invoices, Payments, Purchase Orders, Credit Memos, and Refunds)

Sorts

Sorting helps you analyze data more effectively. To do this click on up-down arrow symbol and add sort rule(s) on any screen(s) - Job Board, Customers, and Transactions( Quotes, Sales Orders, Invoices, Payments, Purchase Orders, Credit Memos, and Refunds). You can sort by several different parameters such as date, transaction number, customer name, and title to name a few.

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