Creating Custom Views

Creating Custom Views

Custom views are useful for quickly seeing your module data in your preferred layout.  For example, if you wanted to see all records created today, or all mortgages closing this month, you would use a view to do this. 



For another more generic rundown of creating views, please feel free to check out Zoho's guide: Zoho knowledgebase: https://help.zoho.com/portal/en/kb/articles/list-view