Editing / Modifying Static Views (Saved Lists)

Instructions

To Edit or Modify an existing Static View for Companies, Contacts, Candidates or Jobs, please follow the steps below

In the Navigation menu on the left, ‘Right Click’ on the static view you want to modify

  1. In the Navigation menu on the left, Select the Static View you want to modify by clicking on it
  2. Once the Static View opens, ‘Right Click’ on the static and select ‘Customize Current View’
  3. Edit the name if desired
  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 finish modifying the view

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