How can I clone custom list views?

The custom views that you create can be duplicated and a similar list view can be created. Please note that the default views cannot be cloned or deleted.

To clone custom list views:

  1. Click the [Module] Tab.( For e.g. Candidates, Contacts, Clients, etc.)
  2. In the [Module] Home page, select the list view that you want to duplicate.
  3. Click the Clone View link. 
  4. In the Clone View page, do the following:
    1. Enter the custom View Name.
    2. Select the columns to be displayed in the View mode.
    3. Choose the option as to who can see this view.
    4. Select the Specify Criteria check box and specify the criteria.
  5. Click Save.