Editing Dynamic Views

Instructions

To edit an existing Dynamic View for Companies, Contacts, Candidates or Jobs, please follow these steps:

  1. Open the xOne Companion App on your PC
  2. Click on ‘Companies’, ‘Contacts’, ‘Candidates’, or ‘Jobs’ next to the ‘Dynamic Views’ text (depending on where you want to add the static view)
  3. A new window will pop up
  4. Click on ‘Modify’ to modify or edit an existing view
  5. A new window will pop up
  6. Select fields from the column on the left and use the ‘Add’ button to add them to your view
  7. Use the ‘Up’ & ‘Down’ buttons on the right hand side to rearrange the order of the fields in your view
  8. Once you are satisfied with your view, click on ‘OK’ to save the view
  9. Close the remaining window until you are back at the main xOne window
  10. Click on ‘Customizations > Upload to DB’
  11. Log out of Exelare and log back in.  You will now see your updated Dynamic View

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