About Creating List Views

This section provides detailed procedures for creating a new list view. After creating a new list view, you can start customizing the view according to your preferences. All the views can be selected from the drop-down list in the right-hand top corner of the List View screen.

In order to understand the different options in List View, let's use a working scenario.

Scenario

The Telematics Company is a Product Support Service Provider and uses Lists in their service for Product Support. They have ten long-standing clients to whom they have to cater product support services through Email, Phone, and Web. Some of these clients are tagged as 'Gold' clients to whom, Telematics readily provides support over the phone. While some other clients are tagged as 'Silver' clients to whom Telematics provides support through Email. Similarly, there is a host of classification based on various parameters to categorize the customer related information. In order to manage the customer related information, Telematics has created Support Incident lists using Lists in which, the organization categorizes the Support Incidents information under specific columns. Here is a table that gives you the column name and its description:

Telematics team likes to use List View feature to view all the information related to these clients in customized views.

Each of the upcoming topics gives you a walk-through on how Telematics  achieves these tasks.