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How do I use list views in Pavilion?

List views help you find, sort, and filter information in Pavilion. Use this article to learn how to open, switch, pin, and filter list views.

What is a list view?

A list view is a table of information within a Pavilion tab.

For example, when you open Customers, Inventory, Jobs, or Sales, Pavilion displays information in a list view.

List views can help you:

  • View a specific group of information

  • Sort information by column

  • Filter information by criteria

  • Open individual records

ℹ️ For more information, watch this video from Salesforce or refer to their knowledge base article.


Open a list view

1. Select the tab that contains the records you want to view. For example, select Customers, Inventory, Jobs, or Sales.

2. Pavilion opens the default list view for that tab.


Switch list views

  1. Select the list view name, such as Recently Viewed.

  2. Choose another list view from the dropdown.


Pin a list view

  1. Open the list view you want to use.

  2. Select the Pin icon next to the list view name.

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