Add/Edit/Delete Views

Views in Rox allow you to segment your agent list into specific groups and customize columns and filters for each group. This powerful feature enables tailored data management for better organization and efficiency. Follow this guide to add, edit, and delete views.

How to Add a View

1. Create a New View:

   • Click the + icon at the top of the views section.

   • Enter a name for the new view (e.g., "Insurance").

2. Apply Filters to the View:

   • After naming the view, click Filters.

   • Add a filter by selecting a column (e.g., "Industries") and a condition (e.g., "contains 'Insurance'").

   • Click Save to apply the filter.

3. Customize Columns for the View:

   • Open the view and configure the displayed columns.

   • Hide irrelevant columns and add specific columns (e.g., "Revenue" or other key metrics).

   • Rox automatically saves these column settings for the view.

4. Verify the View:

   • Switch between different views to confirm that each one displays tailored columns and filtered data relevant to the selected group.

How to Edit a View

1. Rename the View:

   • Right-click on the view’s name in the views list.

   • Select Edit Name, update the name (e.g., change "Insurance" to "Insurance Companies"), and press Enter.

2. Modify Filters or Columns:

   • Open the view and adjust filters or columns as needed.

   • Rox will save the updates automatically.

How to Delete a View

1. Delete an Existing View:

   • Right-click on the view’s name in the views list.

   • Select Delete and confirm the action.

   • The view will be permanently removed.

By using views in Rox, you can efficiently organize and segment your agent list, ensuring that each group is customized for your specific needs.