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Default Unit List Views

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 View

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.

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