What are custom views?
A custom view provides a filter on the overview pages in OnRent so that you can see specific information. They can also be added onto your Dashboard for quick visibility real time information.
You can create bespoke views for the following areas in OnRent:
For example, you might want to create a view to list accounts in a city, prospects in an industry, all your open quotes or activities this week, and so on.
We’ve already setup several custom views to get you started, but just in case you need any more here’s how to create them.
Creating your Custom Views
To create your views, head to System Setup > Custom Views > select Add Custom View
You then select the type of custom view you’d like to create and select Add New. It will then take you to the following screen:
You then also need to start adding in the following details:
Name - This is the name of the custom view
Description - You can add in further details on what the view is for and what you can see in this view
Roles - This is to specify which user roles in the system can see this custom view, this is very useful when handling sensitive account or invoice information
Dashboard View – If set to Yes this will appear in the dashboard configuration so that you can add your bespoke view to your dashboard
Selected Fields – These are the fields you would like to see in your custom view in order to make sure you’re capturing the correct information
A view can consist of static filter criteria (for example, City Equals “Nottingham”) or dynamic filter criteria (for example, Start Date This Month or Owner Equals Current User).
To add these, select New Group > you can then select the field type you would like to apply a condition to.
For an example see below:
This will only show Active Accounts in this view, so anyone sent to inactive will not be shown in this view.
All the fields have different criteria to choose from and you can create multiple criteria in a view.
This is extremely useful if you require a view to drill down into specific information.
Copy a Custom View
To copy a view, head to System Setup > Custom Views > select the view you want to copy > On the view's action menu select the copy option.
The view's existing details are displayed on the view window allowing you to use the details as the basis for a new view.
Edit & Delete Custom Views
To edit details of the views, head to System Setup > Custom Views > select the View > you can edit the details and select Update Custom View.
You can also delete the view too, you can select the Action Arrow against the Custom View in the Overview page to delete the Custom View.
Note: This cannot be deleted when it is on a User’s Dashboard.
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