{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/89e73d9076064d4d86670249d1f3b756\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/89e73d9076064d4d86670249d1f3b756-d2b030a951996727.gif","duration":374.812,"title":"Understanding and Creating Views in Service Tracker","description":"In this tutorial, I walk you through the basics of using views in our system to access and manage data efficiently. I demonstrate how to create a new list view, set filters, and customize the columns you want to display, ensuring you can quickly access relevant information like visits due this week. I also explain how to make records editable by selecting the appropriate record type. Finally, I encourage you to create your own views, such as a Key Clients list, to better organize your accounts. Please take action by following along and setting up your views for improved data management."}