Site Views

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

1. On the Sites screen, click on the View by dropdown.

2. On the View Contacts 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 the 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.