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How to Rename or Delete a Custom View?

Updated over 7 months ago

Summary: This guide explains how to set your saved view in the Bookings tab as the default view, ensuring that it loads automatically with the latest data each time you access it.

Permissions Required: Users must have the necessary role Brand Admin, Location Admin or Converser role in AXP to edit or delete views.

Rename a Custom Request View

1. Navigate to Requests in the left hand side menu.

2. Scroll to the section My Views.

3. Click the action⋮ icon next your desired custom view.

4. Then click the option "Rename view"

5. In the pop up update the name of the view.

6. Click the button "Rename View".

Delete a Custom Request View

1. Navigate to Requests in the left hand side menu.

2. Scroll to the section My Views.

3. Click the action⋮ icon next your desired custom view.

4. Click the button "Delete view"

5. A pop up will appear requesting confirmation, click the button "Yes, Delete"

⚠️ Once a view is deleted it cannot be recovered and will need to be recreated

Rename a Custom Booking View

1. Navigate to Bookings in the left hand side menu.

2. Scroll to the section My Views.

3. Click the action⋮ icon next your desired custom view.

4. Then click the option "Rename view"

5. In the pop up update the name of the view.

6. Click the button "Rename View".

Delete a Custom Booking View

1. Navigate to Bookings in the left hand side menu.

2. Scroll to the section My Views.

3. Click the action⋮ icon next your desired custom view.

4. Click the button "Delete view"

5. A pop up will appear requesting confirmation, click the button "Yes, Delete"

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