Change the Grid View

While using the List View for a record, you can create and save multiple views of grid information. You can also change the selected view to see specific information for a record.

Pre-requisite: Open the List View.

To change the grid view:

  1. Click View: to display the saved grid views.
    The saved grid views display.
  2. Select the grid view you want to display.
    The grid updates to reflect the selected view.