View Recipe: State/County View

If your territory spans several states or counties there may be times when you want to focus on a select area. This article will walk you through how to create a view of your Accounts by State and/or County.

• Hover your mouse over the Accounts tab
• Click View Accounts
• Select Create New View

Note: Once the view you create is saved it will be available for future viewing

From the Custom Views screen make your selections in steps 1 - 7

Step 1: Enter a View Name

• Enter the name of your new view in the field provided

Step 2: Choose Which Fields to Display

• Choose from the list of Available Fields to display in your new view using the arrow indicating "to the right"
• Step 2 allows you to focus on the account information that's important to you
• To delete a field you added, simply click the field name and select the arrow indicating "to the left"
• Fields to Display will be included in your new view.

Step 3: Simple Filter Criteria

• View result options available are dependent on your account permissions
• As a manager, some views you create will be for your eyes only 

• Click the drop-down arrow to select a Date Range
• Click the drop-down arrow to select a Date Type
• If you don't wish to include a date range, you want to see all the data available, choose Select

Step 4: Advanced Filter Criteria

• Use the Field drop-down arrow to select State
• Type the abbreviation for the State you wish to filter on in the Value field, in this case, TN = Value
• Choose County from the next Field drop-down arrow
• Type the name of the County you wish to filter on in the Value field, in this case, Davidson = Value 
• Only the records that match the exact Value will display in the new view
• Build the advanced filter to accurately capture all records needed for the view 
• example, Field = State AND Value = Tennessee

Note: Step 4: Advanced Filter Criteria is the main driver of every view you wish to create. See the example below

Step 5: TargetWatch Filters

• Applicable if you are configuring a Market Data view.  
• TargetWatch filters (TargetWatch Tab) are added by your organization's Marketscape CRM administrator.

Step 6: Select a Sort Order 

• This step gives you a choice to manipulate the data you are viewing in a multitude of ways.

Note: Step 6 is an option, it does not need to be utilized

• Notice the wide variety of sort options available
• Then choose Ascending or Descending

Step 7: Restrict Visibility

• Visibility options are contingent on your account permissions
• Most created views will primarily be for your benefit-choose Visible only to me 
• Set as default view - typically No
• Click Save

Note: Once the new view is saved, it will be available in the Change View drop-down on the Accounts page for future use

If you found this article helpful, you may also like Creating a Source View