Site Views

To access and configure the site views, follow the steps below:

  1. Click on the View by dropdown from the Sites screen.
  2. On the View Sites By window, select a view by clicking on the view name.
    1. By Status: Displays the contacts grouped by the site.
    2. By CRA: Displays the sites grouped by the associated CRA.
    3. By Country: Displays contacts grouped by their country association.
  3. Click on the pin icon to pin a view and this view is selected once user access the Sites modal.
  4. Select the different view options by checking the box before their name.
  5. Click on the Select button once the desired view is selected.