To create lists, the system has two different concepts: views and segments. Both are configurable on a per-entity basis.
Segments
Preset filters to quickly perform a search. For example, consider "past due invoices" or "customers from Brussels." Any search you would need to do regularly can basically be added as a segment. Segments are also useful to set up a certain search only 1 time. If you have a list of won offers, but you also have a dashboard widget with the sum of all won offers, for example, it pays to create a segment for this. That way your filters are set in one place in the system and both the dashboard widget and the list use the same filters.
If you ever need to change the filter, you only have to do it in 1 place.
Views
Views are a combination of preset filters as well as preset columns. So this is a complete custom built list. So you can easily set up a list to be consulted regularly, at once also with the columns you want to see at that moment.
This way you can easily put additional lists in your menu such as orders that are still to be processed, invoices that are due, ...
The difference between a view and a segment is shown in the table below:
Functionality | Segments | Views |
Usable filters | Yes | Yes |
Define a search in 1 central location | Yes | No |
Columns to set? | No | Yes |
Can a user still personalize the display? | Yes | No |
Example | A search you want to reuse in multiple places in the system (such as a dashboard widget as well as a list of past due invoices must use the same filters | Best selling products in the range |
How do I create a view?
To create a view:
Go to settings (top right)
Select the module from the menu on the left for which you want to set up a view
Open the Views overview
.
Give the view a name
Set the columns you want to display in the list
Set the appropriate filters
Choose a clear name for your view so that all users can clearly see what data appears in the list
How do I create a segment?
To create a segment:
Go to settings (top right)
Select the module from the menu for which you want to set a segment
Open the "Segments"
overview.
Give the segment a name.
Set the filters for the search
Choose a clear name for your segment so that all users can clearly see what data appears in the list