You can create custom views for your organisation on the Root dashboard. This is useful for team members who want to easily view policies with a particular status without having to manually filter for these policies each time they log in.
When you create a custom view, everyone in your organisation will see it, so it should be named something that everyone will understand.
If you are on the Policyholder view and there are no custom views, it will state None under Custom views.
To create a Custom view:
1. Click on Filters next to Search policyholders.
2. You can only filter by Identification type. Once you have the data you would like to create a view for selected, click on the Apply filters button. If you do not click on this button, it will not save your selection.
Note: You cannot filter for Product, Source, etc, as you can in the Policies of Claims list views as a policyholder can hold multiple policies, therefore can have more than one Product associated with it.
3. Once you have clicked on Apply filters, click Create View next to it.
4. A pop-up with the title Create new custom view will appear. Type in the name of the custom view and then click Create view. The custom view will now appear under Custom views.
If you would like to edit any of the custom views:
1. Ensure you have that custom view selected.
2. Click on Filters and change or add any additional data.
3. Once you have finished making the edits, click Apply filters and then click Update current view.
4. Confirm that you want to update the custom view with new filters. Click Update view .
5. To delete a Custom view, click on the grey X to the right of the custom view title. Confirm that you want to delete the view. If you are sure, click Delete view.