Create a new view from scratch by clicking on Manage Views and selecting Create New View from the dropdown menu. To create a new view from an existing view, select Column Customization from the dropdown menu. Note: Create New View is currently only available in Trips.
Change column data by clicking the down arrow and selecting an option from the dropdown menu or remove the column by clicking the X button next to it.
To add a new column, click the + Add New Column button and select an option from the dropdown menu.
Columns can be reordered by clicking the icon and dragging the column to the desired location.
Once your columns are set, click Apply.
Next add any filters you wish to narrow down your search results.
Once you have your columns and filters set, click Manage Views again and select Save As New View.
A popup will appear allowing you to enter a view name, set the view to private or public, and mark as the default view. Click Save New View.
Examples of Helpful Views
Trips:
- Pending Reservations
- Reservations Last Month
- Weekly Confirmed Sales
- Advisor Outstanding Commissions
- Paid Commissions
- Unpaid Commissions by Supplier
- Outstanding Supplier Balance
- Outstanding Client Balance
- Weekly Sales by Advisor
Travelers:
- Pending Travelers
Clients:
- Pending Travelers
- Corporate Clients
Suppliers:
- Preferred Suppliers
Click HERE for the Knowledge Base article on "Understanding Saved Views" as you start to work with Views.