> Saved Views

Saved views help you organize your locations table by saving different combinations of visible columns and layouts. This feature is perfect for creating specialized views for different tasks or team members.

Default View

When you first access the locations table, you'll see the default "All" view which includes:

  • Location name
  • Address
  • Phone number

This view cannot be deleted or renamed, but you can customize it and save your changes as a new view.

Creating a New View

To create a new view:

  1. Click Save as in the top toolbar
  2. Enter a name for your new view
  3. Click Save

Your current column selections and layout will be saved in the new view.

Customizing Views

You can customize what information appears in each view:

  1. Click Edit columns in the top toolbar
  2. Select or deselect columns to show or hide them
  3. Click Done to save your changes

Available columns include:

  • Basic information (name, address, phone)
  • Status indicators (active/inactive)
  • Fulfillment options
  • BOPIS settings
  • Location details (square footage, coordinates)
  • Timestamps (created, updated, deactivated)
  • Custom fields

Managing Views

Switching Between Views

  • Click the view name in the top toolbar to see all your saved views
  • Select any view to switch to it immediately

Saving Changes

  • In a custom view: Click Save to update the current view
  • In the default view: Use Save as to create a new view

View Actions

For custom views (not the default view), you can:

  1. Rename a view:
    • Click the menu next to the view name
    • Select Rename
    • Enter the new name
    • Click Save
  2. Duplicate a view:
    • Click the menu next to the view name
    • Select Duplicate
    • Enter a name for the copy
    • Click Save
  3. Delete a view:
    • Click the menu next to the view name
    • Select Delete
    • Confirm the deletion

Best Practices

  • Create different views for different tasks (e.g., "Fulfillment Centers", "BOPIS Locations")
  • Name views clearly and consistently
  • Use the default view for general location management
  • Create specialized views for team members with specific responsibilities
  • Regularly review and update your views as your needs change

Tips

  • Views are saved automatically when you make changes
  • Your view preferences persist across sessions
  • You can always return to the default view if needed
  • Create a view with minimal columns for better performance with large numbers of locations