View Builder: Review Exercise

Objective: Familiarize yourself with the views already created and saved as public views in your Intapp CRM environment.


Navigate to My Views and use the play icon to run a few of the saved views that you currently see in the Public Views section of this page.
To further understand the configuration/setup of a view, click the pencil icon to review the List (or Lists) that were selected, the fields that are included, along with any filters that are applied to the view.