At the top of lists, there are selections for the views within that list.
For example, in the Documents list, there is a View selector, for example, "All", "Deleted", Emails - Sent" , "Mail Register - Draft" etc. For each list there is one view which always displays as the default and users can select a different view to change what the list displays.
As well as the standard views, the drop-down will also include any saved views for that list (refer to Saving Changes to the View Layout, Modifying and Deleting Views).
Where there are more than 10 Views for the list, the View selector displays with a scroll bar.
FYI can be set up so that, when a user selects a particular view in any list (Client, Jobs, Tasks, Documents or Automation) that choice will be their default until they select a different view. The choice of which view to display in any list is retained not only for the rest of the session, it is also retained after logging out and logging in again. When a view has been selected, when the user displays another list and then returns to that list, or logs out and then logs in again, the same view is initially selected in the drop-down for a list.
For example, when viewing Home - My Tasks the user selects the View "Incomplete Tasks". The user then navigates to the Task Workspace and changes the View to "All Tasks". Upon returning to Home - My Tasks the view will display All Tasks.
To Enable Sticky Views
Sticky Views can be enabled by an FYI Admin. When this is enabled, it applies practice wide, for all users.
- From FYI, click Settings in the top right-hand corner.
- Select Practice Settings and then select Admin.
- Go to the Settings tab.
- Click the Sticky Views setting to select this and it displays with a green tick.
When Sticky Views are enabled, if a view that would have been shown is deleted, redisplaying the relevant list displays the default view.