Customize AV Mobile view definitions

Each list view in the system supports two customizable view definitions -- one Default view for the desktop AV client and one Mobile view for the AV mobile interface.

The View Editor is the tool we'll use to create a custom view definition for the mobile interface.

Contact AV Support if you need help finding a specific view or column.

Customize the columns that appear in a list view

  1. Navigate to Administration -> View Editor.
  2. Scroll down until you find the view you want to customize for the AV Mobile interface.
  3. Highlight the view and click New.
Select a view to customize
  1. Name the new view Mobile then click OK.
Name the view
  1. Highlight the new view you just created.
  2. Add columns to the Current View Definition section via drag & drop.
  3. Click Done to save the view definition.

Optional:

Column Title can also be modified at this point. For example, you may wish to see a column labeled "Customer" instead of "Client Name".

Add columns to the view definition
  1. Log in or refresh AV Mobile and display some records to see the change take effect.
AV Mobile view has been customized

Customize the fields that appear in the Quick Search menu

  1. To customize the AV Mobile Quick Search menu, click on the Query & Sort Options tab and add fields to the Query Options section via drag & drop.
  2. Click Done to save the view definition.
Add fields to the quick search
  1. Log in or refresh AV Mobile and open the Quick Search menu to see the change take effect.
AV Mobile quick search has been customized