Default Customer List Views provide five preset layouts for viewing customer information in different formats, including standard details, birthdays, card-style layouts, top sales summaries, and wish list groupings. Each view highlights specific fields to support tasks such as communication, reporting, and follow‑up, and additional fields can be added or the layout reset when needed.
Default Views
- Default: The fields displayed include Last, First, Next Contact, Preferred Contact, Home, Work, and Account Balance in a grid format.
- Birthdays: The fields displayed include Name, Preferred Contact, Email 1, Phones, Birthday, and Reward Points in a grid format.
- Cards: The fields displayed include Name, Address, Preferred Contact, and Email 1 in a card format.
- Top Sales Summary: The fields displayed include Total Sales, First, Last, Phones, and Email 1 in a grid format.
- Wish List: The fields displayed include Last, First, Preferred Contact, Home, and Work in a grouped grid format.
Additional Information:
- For additional views that can be imported, see Import a View for Reports, Labels, & More, or see Create a View or Custom Report to create a new view.
- Additional fields can be added to each view. For more information, see Add, Move, or Hide Columns on Contact Lists.
- To reset the current view layout back to the default, click
View Options, then select 
Reset. - To delete the current view layout, click View Options, then select
Delete (default views will be recreated automatically after reopening the customer list).