Creating a flex query view

  1. Select Tools > Flex Query View.
  2. Click the New icon.
  3. Specify this information:
    Code
    Specify a unique code. This field is required.
    Name
    Specify a name. This field is required.
    Notes
    Specify brief description of this view.
    Private
    Select to make this view as private. Only the user who creates the record can modify this setting. If the record is publicly shared, then this field is disabled for other users.
  4. Click Save.