video1.0<iframe src="https://www.loom.com/embed/89e73d9076064d4d86670249d1f3b756" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/89e73d9076064d4d86670249d1f3b756-d2b030a951996727.gif374.812In 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.