jonnis1951
Level 1
01-27-2021
01:22 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am new to ProSeries, so I have no comments on the new VS old way of customizing views. I would like to share a custom view I have created (showing the current client status and many important status dates) with others in the office. It looks like I can do that with Homebase>Export Custom Views and Import Custom Views. Does that take ALL my views and put them in a CSV file, or just the view I am currently using?
As a newbie, please let me know if I am in the wrong discussion room, or if this question has been asked and answered elsewhere...