Work with saved views

This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions

On any list The summary view for a group of records, such as accounts or contacts, or the result of an Advanced Find query. You can view detailed information about a record by opening the form for the record. page in the View box, in the My Views section, select a saved view.

If there is not a My Views section, there are no saved views for this record type.

- OR -

On the Standard toolbar, click Advanced Find, and then click the Saved Views tab. Double-click a saved view, and then click Find.

1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.
2. Select the view. On the Actions toolbar, click Actions, and then click Sharing.
3. In the sharing dialog box, under Common Tasks, click Add User/Team. This will give the user access to the record. If you want the user to own the record, click Assign and follow the instructions.
4. In the Look Up Records dialog box, in the Look for list, select the type of record you want.
5. In the Search box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
6. In the list of available records, click one, and then click the Add Selected Records button to add it to the Selected records list.
7. Click OK.
8. In the sharing dialog box, select the type of share access that you want. The available permissions are: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Assign A privilege required to give ownership of a record to another user. Which records can be assigned depends on the access level of the permission defined in your security role., or Share A privilege required to give access to a record to another user while keeping your own access. Which records can be shared depends on the access level of the permission defined in your security role..
9. Click OK.

   The saved view will show up in the My Views section of your coworker's View list.

   Tips

   • To cancel any changes that you have made and retain the previous permissions settings, click Reset.
   • To select or clear all permissions on a selected item, click Toggle All Permissions of the Selected Items.

1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.
2. Select the view, and then on the Actions toolbar, click the Assign button .
3. In the Assign dialog box, click:
   • Assign to me

     - OR -

   • Assign to another user

     Click the Lookup button , type the name, click the Find button , double-click the user's name, and click OK.

4. Click OK.

1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.
2. Select the view, and then on the Actions menu, click Deactivate.

1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.
2. Select the view, and then on the Actions toolbar, click the Delete button .

Send a shortcut in an e-mail

1. On the Actions toolbar, click E-mail a Link, and then click Of Current View.
2. Complete the e-mail form and send.

Copy a shortcut

1. On the Actions toolbar, click Copy a Link, and then click Of Current View.
2. Paste the shortcut into any application that supports copy and paste. For example, in Microsoft Office Word, press CTRL+V. More information: Send or Copy a Shortcut