All Collections
How to edit a View
How to edit a View

Need to change what your client sees in a View? Learn how to edit the information they can see!

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

How to edit a View

To edit a view, you will first select to go into your views at the top right corner.

Click here

From here, select the view name to enter into the view you would like to edit

Click here

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

Click here

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.

Click here

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

Click here

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

Click here

Once you are happy with the edits, you will select "done" at the bottom right corner to save.

Click here

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!

Did this answer your question?