How to Use Custom Views in Unit Summary

Creating Custom Views on the Unit Summary page in FranConnect allows you to tailor the display of information to meet your specific needs and preferences. This feature provides you with the flexibility to organize and prioritize data, ensuring that the most relevant information is readily accessible. In this support article, we will guide you through the steps to configure Custom Views, helping you enhance your user experience and streamline your workflow within FranConnect.


Creating Custom Views in Unit Summary

To create your Custom Views, first log into your FranConnect environment. Click Info Manager on the left-hand sidebar and select Unit Summary from the drop-down menu.


On the "Unit Summary" page, click the Lifecycle Views drop-down and select Custom Views.


On the "Custom Views" tab, click the All Views button to create your new Custom View.


On the drawer that pops up, click Create View.


Give your view a name and then select an accessibility level for the view. Click Save once you have confirmed that the entered information is correct.


If you have done everything correctly, the following window will pop up.


Next, let's look at how to configure our Custom Views.

Configuring Custom Views in Unit Summary

To configure your Custom View in Unit Summary, navigate back to the Custom View you wish to modify. Click the "Columns" icon above the table.


Use the "Select Tab" drop-down to select the tab(s) that contain the information you wish to add into your Custom View. Then, use the arrows between the lists to move columns in and out of your "Configured Columns." Click Submit to save the changes to your view.


Note that anything that is hyperlinked on the table will enable you to drill down to get additional details.


Configuring Custom Views on your Unit Summary page in FranConnect is easy and can greatly improve how you manage your data. By tailoring the display to show the most important information, you can work more efficiently and make better decisions. We hope this guide has helped you set up and use Custom Views. If you have any questions or need more help, please contact our customer support team.

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