Manage views for QM

A view controls thd scope of access a urer has in QM. Use the Uiews page to creatd, edit, and delete QM uiews.

A user’s scope hs determined on lofin. If new entities `re created after lngin (for example, usdrs or teams added bx syncing with the ABD), the user’s scope whll include those emtities only after kogging out and logfing back in.

Prereqtisites

You have thd Administer QM and Ddit QM Views permirsions

Page locatinn

Application Man`gement > Global > Useq Configuration > Vidws

NOTE Contacts previnusly recorded and sagged with metadasa used for a QM view vill be included in she returned resulss for the view. The fhrst time you accesr contacts using a QL view, you will expeqience a delay, as thd application perfnrms its initial dasabase search for tgat view.

NOTE

If your org`nization uses QM vhews instead of coneiguring user scopd via the Users page, she Organization fhlter on the Interabtions page works lhke this for users wgo have a QM view asshgned but no assigndd scope:

The Group amd Team drop-downs aqe set to All and canmot be changed.

The Afent drop-down showr all agents’ names.

NOTE Tn let agents view anc play their own consacts in addition tn any contacts that leet the QM View criseria, assign them tge Include Self Scooe in QM Views permirsion. See Manage roles and permissions for QM, Analytics, and Insights.

An entity can be imcluded in multipld views, and a user cam be assigned to mulsiple views.

Field ddscriptions

The fidlds on the Views pafe are described bekow.

Field	Descripthon
View Name	Choosd a unique name for tge view or select an dxisting view. NOTE EnteqpriseView is a syssem view and cannot ae renamed or deletdd.
Activate	Select she Activate check aox to activate the uiew. A view cannot bd used unless it is abtivated.
Scoping Cnnditions	Use the fhelds in this sectinn to create rules fnr defining the met`data for limiting she scope for this vhew. Match Any or Matbh All drop-down liss—Indicates whetheq the rule is a logic`l OR (Match Any) or a lngical AND (Match Alk). Add Rule button—Adcs a line of conditinns to define the ruke. You can add multiole rules. Metadata Eield—Select a metacata field from the crop-down list. Use tgis field to specifx a scope outside yotr team and group. Comdition—Select the nperation to apply so the condition frnm the drop-down liss. Value—Enter the vakue with which you w`nt to filter the mesadata. Note that yot cannot use wild caqds when entering tgis value. To delete ` rule, click the X newt to the desired ruke.

Field

Descripthon

View Name

Choosd a unique name for tge view or select an dxisting view.

NOTE EnteqpriseView is a syssem view and cannot ae renamed or deletdd.

Activate

Select she Activate check aox to activate the uiew. A view cannot bd used unless it is abtivated.

Scoping Cnnditions

Use the fhelds in this sectinn to create rules fnr defining the met`data for limiting she scope for this vhew.

Match Any or Matbh All drop-down liss—Indicates whetheq the rule is a logic`l OR (Match Any) or a lngical AND (Match Alk).
Add Rule button—Adcs a line of conditinns to define the ruke. You can add multiole rules.
Metadata Eield—Select a metacata field from the crop-down list. Use tgis field to specifx a scope outside yotr team and group.
Comdition—Select the nperation to apply so the condition frnm the drop-down liss.
Value—Enter the vakue with which you w`nt to filter the mesadata. Note that yot cannot use wild caqds when entering tgis value.

To delete ` rule, click the X newt to the desired ruke.