Within Engage, Views are a list of records for a specific entity (Relationships, Accounts, Portfolios, etc.). You can create customizable views that allow you to sort, group, and view data of all different types.
A View defines:
- Columns displayed
- Column width
- Default records sort
- Default filters for the View
On each entity, there is a drop-down list of views, some are default to the product, others are created and shared by your System Administrators.
Views also define the data source for charts that are used in the application.
Personal views are created and owned by individuals. They are visible only to the owner until they choose to share their personal views with other users. These views are typically included at the bottom in the dropdown of lists following the System Views.
You can create personal views by saving a query that you define by using Advanced Find or by using the Save Filters as New Views and Save Filters to Current View options in the list of views. While you can create a new personal view based on a system or public view, you cannot create a system or public view based on a personal view.
To learn how to create a Personal View, here's a quick video that shows the process.
System views are views created by an administrator or available as a default part of the Engage product. They are typically shared to all users for an entity such as Relationships or Contacts.
Examples of Relationship System Views:
Firm - Active Relationships
Firm - AUM by Ranking
Firm - Newest Clients (Last 12 Months)
Firm - Top Relationships by AUM
Firm - Top Relationships by Efficiency Ratio
Firm - Upcoming Client Reviews
My Active Relationships
My Newest Clients
My Overdue Client Reviews
My Top Relationships by AUM
My Upcoming Client Reviews
As a System Administrator, you can create the System Views, and here's a video to show you how.
Sharing a Personal View must be completed through Advanced Find. To Share a Personal View:
- Click Advanced Find in the top right of the menu
- Select Saved Views in the Advanced Find Menu
- Select the View you would like to share by checking the box beside it and then select the Share item on the menu
- Click Add User/Team and then select the individuals or team members to share the view
- Assign the appropriate rights to the users. Options are Read, Write, Delete, Append, Assign and Share. Typically read rights are all that are needed and are checked by default.
- Click Share
Now that the view has been shared, it will show up on the user's My Views on the appropriate entity for the view