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Smart Views

Customizing and saving Global Data section views for yourself or your team members

Updated over a month ago

Smart Views are iClosed feature that allows you customize your Global Data section views and save them for yourself or for the whole organization (across the account for everyone to use).

Here's how:

  1. Navigate to Global Data and select a section you would like to set Smart View on

  2. Select Columns you would like to see in the section

    1. Reminder β†’ each section has it's own available columns

  3. Click on the "Filters" button to filter out specific data you would like to see

  4. Once selected, click on "Save As" button on top right of your screen

  5. Name Smart View and select would you like to keep view:

    1. Public, across the account

    2. Private, for yourself to see only

  6. Navigate between sections to see results within each section

Here's a quick video tutorial how to do it.



Once a Smart View is created, you will be able to access it from Filters page, by clicking on the "Filters" button and selecting any of the Smart Views you have saved.

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