Any user with security rights to Configuration can create Custom Views. A number of sample custom views are included in The Raiser's Edge.  

If a similar custom view (or sample custom view) exists:

  1. In Configuration, click Custom Views. 
  2. Open the appropriate custom view. 
  3. Select File, Save As from the menu bar. 
  4. Name the new custom view. 
  5. Open the custom view just created. 
  6. Make all appropriate changes. 
  7. Save the custom view.

If a similar custom view (or sample custom view) does not exist:

  1. In Configuration, click Custom Views. 
  2. Click Create a new Custom View. 
  3. From the Fields screen in the Additional Objects box, highlight Text Label under Standard Objects. Drag and drop it to the Custom View Designer screen. Use a label to identify groups of fields you include on the screen. To rename the text label, double-click the text label and enter a name. 
  4. From the Fields screen in the Additional Objects box, highlight Frame under Standard Objects. Drag and drop it to the Custom View Designer screen. Use a frame to encompass information. 
  5. From the Fields screen in the Available Fields box, select the appropriate fields. 
  6. To delete a field, highlight it and press Delete on the keyboard. 
  7. Click Save and Close on the toolbar to save and close the custom view. To save the custom view for both an individual and organization Custom View, select File, Save As from the menu bar and select Both as the view format.

To select a custom view:

  1. In Records, click Constituents. 
  2. Open a constituent record. 
  3. Select View, Custom View, [the name of the custom view] from the menu bar.

Note: Once a record has been viewed using a custom view, that view will be used for all records that are opened from that point on.


To revert to edit mode (e.g. the default view):

  1. In Records, click Constituents. 
  2. Open a constituent record. 
  3. Select View, Custom View, <Edit Mode> from the menu bar. 
  4. Click Edit Mode.