Views:

Views is a very powerful and unique feature of cBizOne, there are two distinct types of views – Dynamic and Static. 

Views allows you 'see' data from a given entity (Ex. Contacts) with different perspective.  
For example if you want to see:
-only the duplicate Contacts in your database (Duplicates View)
-only the Contacts who have been removed (Archived View)
-only the active Contacts (Active View)
These are 'simple' Views, i.e., information retrieved from any one entity (Ex. Contacts)

Dynamic Views Description

Dynamic views automatically group data into views based on rules defined by the user. 

Static Views Description

Static Views are user defined ad hoc groupings of data, users create manually when needed.

Dynamic Views

Dynamic Views have a Collapsible folder list under each Entity in cBizOne.  Views can be Created/Modified/Deleted by right clicking on the Dynamic Views Folder or by clicking on View menu, select Views and choose an Item.

Customize Existing Views

To Customize the current view click on View menu, select CurrentView choose Customize Current View.

• To Add/Remove fields, select the desired fields and click on the Add/Remove buttons.
• To arrange the fields in the order you want, select the field and click on Move Up and Move Down buttons.
• To modify the SQL query click on Advanced(SQL) if it is enabled.

Create New Dynamic Views

To create new views or edit all views click on View menu, select CurrentView and choose Define Views.

• To create a new view, click on New button and choose the fields you need.
• To modify a view, select the desired view and click on the Modify button.
• To copy a view, select the desired view and click on the Copy button.
• To rename a view, select the desired view and click on the Rename button.
• To delete a view, select the desired view and click on the Delete button if it is enabled.
• Select Properties for using the view for 'list view' or for 'emails' or for 'hiding the view'.

Note: Use New SQL and Modify SQL buttons if and only if, you are familiar with SQL statements for customizing the views.

Static Views

Static Views have a Collapsible folder list under each Entity in cBizOne.  Views can be Created/Modified/Deleted by right clicking on the Static Views Folder or by clicking on View menu, select Views and choose an Item.

Creating a New Static View

To create a New Static View, right click on a Folder and select New Static View.  Create the View Name at the top and you can Customize the View and Click on OK.

Add Selected Items to a Static View

You can add single or multiple list view items (using shift or control key for multiple selections) into a Static View by right clicking on a selected item from any View in a folder and selecting Add Selected Items to a Static View and choose a desired Static View. 

You can also use drag and drop functionality from a list view to the Static Views with in that folder.

Removing Selected Items from a Static View

To remove items from the Static View, open the desired Static View and select the items you want to remove and then click on Delete button or by right clicking on a selected items and choose Remove selected items from the Static View. This will not delete the items permanently from the database only from the selected Static View.

Deleting a Static View

To delete a Static View, Open the desired Static View, right click on that Static View and Select Delete Current Static View. All items in that Static View will be removed as well as the Static View.

Mark Current View as Hidden

If you want to hide a View, Open the View you want to mark as Hidden, then right click on that View and select Mark Current View as Hidden. Views marked as hidden will not show up when you select Show Non-Hidden Views.

Mark Current View as Non-Hidden

To turn off the Hide feature for a View, first select Show All Views, then open the hidden view, right click on that View and select Mark Current View as Non-Hidden.

Show Non-Hidden Views

To show Non-Hidden Views, right click on any Folder or View and select Show Non-Hidden Views. This will show all the Views which are not Marked Hidden. 

Show All Views

To show All Views, right click on any Folder or View and select Show All Views. This will show all the Views including the ones Marked Hidden.