This recipe helps create a view that can be used to research a number of issues, from account assignments to referrals from a specific primary physician. Think of it like a sandbox - it is particularly helpful to have a view that users can access for testing or digging into data without modifying the team's existing global views.
Remember: all views are created in a similar manner. For a quick primer, our Creating New Views article walks through all the steps in detail. The recipe below simply highlights the fields needed to achieve the specific view.
Remember that this view, unlike others, is one that you can use to test or query data without inadvertently modifying existing global views. Managers and Admins often need to investigate data above/beyond the capabilities of Search - you're creating this view as a safe sandbox space to do your own research. It's intended to change! For example:
- Edit this view to test a report before you create a global one for your team
- Edit this view instead of a global one when you're investigating missing fields or filtering multiple fields
- Edit this view instead of creating a new/duplicate view each time you need to investigate your data
- and more!
Research views can be made on the account, contact, and referral tabs.
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