Creating Static Views (Saved Lists)

Instructions

To create a new Static View for Companies, Contacts, Candidates or Jobs, please follow the steps below

  1. In the Navigation menu on the left, ‘Right Click’ on the Company, Contact, Candidate or Job Icon (depending on where you want to create the static view)
  2. Select ‘New Static View’
  3. Give Your Static View a Name
  4. Choose from the available columns on the left and use the ‘Add’ or ‘Remove’ buttons to move fields from left to right
  5. Use the ‘Up’ & ‘Down’ buttons to rearrange the order of the fields on the right hand side
  6. Once you are satisfied with your chosen fields, click on ‘OK’ to create the view

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