Ascent has customized views for all purposes, for all tabs. Due to the flexibility of Salesforce, users are also able to create a new view or to edit existing views based on their needs. Let’s use Sales Order as an example. When you click the Sales Order tab, you will be presented with the default sales order view.
Users can create a new view by clicking “Create New View”
After you click "Create new view" you can now label the view, input filter criteria, choose what fields to display, and choose which users can view it. See image below.
Step 1: Enter View Name
Make sure the View name is easy to understand and is unique. This will help you and other users in the users in the future use it properly.
Step 2: Specify Filter Criteria
Filter helps users to focus on what exactly they want to see. For example, for sales orders, filter criteria can be "Created Date", "Sales Order Number", "Delivery City" and etc.
Step 3: Select Fields to Display
Users are able to display any field in the available field section. There are no limitations on the display field order and you can change the order by clicking the top, up, down and bottom buttons. The topmost fields will display at the left end of the screen. Users cannot select more than 15 fields to display.
Step 4: Restrict Visibility
Salesforce provides 3 options for visibility: Visible only to me, Visible to all users, and Visible to certain groups of users. Please choose the option best for you.
Once you have saved the new view, you will have your customized sales order view.