Creating Static Views (Saved Lists)
To create a new Static View for Companies, Contacts, Candidates or Jobs, please follow the steps below
- 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)
- Select ‘New Static View’
- Give Your Static View a Name
- Choose from the available columns on the left and use the ‘Add field to this view’ or ‘Remove field from this view' arrows to move fields from left to right or vice versa.
- Use the ‘Up’ & ‘Down’ arrows to rearrange the order of the fields on the right hand side
- Once you are satisfied with your chosen fields, click on ‘OK’ to create the view.