Default Unit List Views include three preset layouts that display consultant information in different formats: a standard grid with key contact and activity fields, a birthdays view showing contact and birthday details, and a card-style layout with address and consultant information. Additional fields can be added, and each view can be reset to its original layout if needed
Default Views
- Default: Fields displayed: Last, First, Last Order, MK Anniversary, Zip, International, Preferred Contact, Home, Work, and Account Balance in a grid format.
- Birthdays: Fields displayed: Name, Preferred Contact, Email 1, Phones, Birthday, and Reward Points in a grid format.
- Cards: Fields displayed: Name, Address, Preferred Contact, Email 1, Consultant Number, and Recruiter Name in a card format.
Additional Information:
- See Import Additional Unit Views for information about additional views that can be imported or see Create a View or Custom Report to create a new view.
- Additional fields can be added to each view. See Add, Move, or Hide Columns on Contact Lists for more information.
- To reset the current view layout to the default, click
View Options, then select
Reset.
