A view is a selection of columns or fields. You can have several views of the same table, each with different columns set up in a different sequence. Here, for example, are 2 different views of the Jobs table, one with billing info, the other with address info.
Views can display 1 or 2 grids. If 2, the sub grid (or sub view) displays data that relates to the upper, main grid. In this example, order 81 is selected in the upper grid, so its details are displayed in the lower grid.
Views come in 3 types. 'System' views come with the Tracker and can be used by anyone. 'Organization' views are added by organization managers and can be used by everyone in their organization. You're the only person who can add, edit or use your own, personal 'User' views. Clickthe Tools icon in the grid menu then Views and all 3 types will be listed.
SELECT A VIEW
EDIT OR ADD A VIEW
DUPLICATE A VIEW
ADD A SUB VIEW TO A VIEW
ADD A FIELD FROM ANOTHER TABLE TO THE MAIN GRID
SELECT A DEFAULT VIEW
Clickthe Tools icon in the grid menu, Views then Default view ....
If a page hasn't been opened during the current session, it opens with its user default view; if that's empty, the organization default; if empty, the system default; if empty, with the first system-level view (when sorted alphabetically by name).
Default views aren't used when a page that's previously been opened during the current session is re-opened. The re-opened page displays the most-recently-used view.
Click the Utilities icon in the main menu then Views).the Tools icon in the grid menu, Views then Edit views ... to open the Views screen (organization managers can also click