How to edit a View
To edit a view, you will first select to go into your views at the top right corner.
From here, select the view name to enter into the view you would like to edit
Now you will select the Edit option at the top right.
You will have 3 headers to confirm what you would like to change.
The Filters includes:
Vendor
Category: After selecting a Category you will also be able to filter by a sub category
Types: Product, Service, Custom Product
Statuses: None, Proposed, Invoiced, Ordered
Liked: Liked, Disliked, Neither
Tags: Contains and Doesn't contain
Depending on how far you are zoomed in, or how small your screen is, you may need to scroll down in each section to see everything.
The Visibility Header is where the check boxes on what you would like to be set as visible to your clients and view only team members.
Visibility includes:
Description
Product code
Image
Custom Product - Sub-items (overall)
Statuses
Tags
Item Notes
Vendor
Manufacturer
Pricing
Tax
Markup & Discount
Custom product - Sub-item Pricing
The Details include:
The view Name
Budget for the view specifically
Display type: Card or Table
Viewers: This is where you can select to add or remove clients or view only team members
Once you are happy with the edits, you will select "done" at the bottom right corner to save.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
Happy designing!