Custom list views

Each list has a primary view that is read-only. Users can save a copy of the primary view, and then make changes to the columns, Action Pane buttons, and filter criteria for the new view. When you install your integration, you may want to include some custom views for your lists. Adding a custom list view for a transaction list is done the same way it is for a card list. The process is described in detail in Custom list views.


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