Question

• How can I edit a view in CRM (fka Luxor)?
• How can I sort on a view in CRM (fka Luxor)?
• How can I edit someone else's shared View in CRM?
• How can I clone/copy a View in CRM?

Editing Views

You can edit a view in two different ways. Keep in mind that you will only be able to edit views that you own. If you notice that the view you are trying to edit says (Shared) in the name, then it is likely one that has been shared by your Admin or other users (see the Editing Shared Views section below for ways around editing shared views).

You can edit views that you own in one of two ways:

1. Views can be edited directly from the View grid within a module (Contacts, Jobs, Organizations, etc). 
   • Click on the module that the view is under (i.e. Contacts, Jobs, Organizations)
   • Select the view you want to edit from the view dropdown/selection list
   • Once you've clicked the view, the page should refresh
   • Click on the down arrow to the right of the view dropdown list
   • Click "Edit View"
     
     
   • Make any desired changes from the Edit screen and click save
   • Once you access the View again you should see those changes
     
     
2. Views can be edited from the Settings > My Views section of your Luxor environment. 
   • Alternatively, you can edit your views from within the Settings area of Luxor.
   • To access this area click on Settings > My Views
   • Then choose the module that the view is created under
     
     
   • Then locate the view from the list on the page and click on it to enter the edit screen
   • Make edits as needed and click Save

Editing Shared Views

Since you cannot edit views that have been created and shared by others, you will need to do one of the following:

1. Reach out to the user who first created the view and ask them to make the changes.
2. Alternative option: Clone the view and make the changes on your end. See this article for more information - Copying a View

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