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Thread: How to create views in Community Edition

  1. #1
    Kishor Nair is offline Member
    Join Date
    Feb 2010
    Posts
    7

    Default How to create views in Community Edition

    When we click on let's say 'Leads' tab, we get the list of leads. In Salesforce one can create custom views through which one can define filters and which fields he wants to see. Is it possible in SugarCRM community edition?
    Thanks in advance,
    Kishor Nair

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: How to create views in Community Edition

    Hi Kishor,

    yes, this is possible. You can use the search panels to narrow down the fields that appear and also change the fields listed in the view, via the Saved Search section in the advanced search panel. you can then save the search parameters and the fields using the Saved Search for easy use at a future time.

    The admin user determines which fields can be added into the Saved Search section in the Studio area.

    You can read more about the search and saved search here

    You can read more about Studio and layouts here
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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