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How to Create a View?
- After logging into NEHANET CRM application, you can see the NEHANET home page.
- From the Home page, navigate to Settings icon in the top right. Select My Views & Reports, then Views from the drop down.
- It will take you to the Views page where you can create a new views or manage the existing views.
- Click the Create New Views button on the top left.
- A div with a Modules drop down appears on the top, you can customize your own view and enter a name in the Save As text box to save your view.
- The saved view will be visible in your home page under My Views section.