Editing User Account Views

Your account list is one of the most important places you'll work in Rox — and everyone works a little differently. Account Views (the tabs above your list) let you save your own personal layouts, so the data you care about is always one click away.

This guide walks you through creating, editing, and managing your views.

Good to know: Views are personal to you. Anything you change only affects your experience — your teammates' views stay exactly as they have them.

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What's in a View?

Each view remembers:

• Columns shown and the order they appear in

• Pinned columns (locked to the left or right as you scroll)

• Column widths

• Sorting (e.g. sorted by Last Activity, newest first)

• Filters (e.g. only accounts in your territory)

Switching between views instantly swaps the layout — there's nothing to "apply" or save manually.

Creating a New View

1. Open the account list you want to customize.

2. In the tabs bar, click + (New View).

3. Give your view a clear name (e.g. "My Pipeline – West") and an optional description.

Your new view appears as a tab and becomes active right away.

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Customizing a View

With a view active, just shape the list the way you want — your changes save automatically to that view.

To do this	Do this
Reorder columns	Drag a column header left or right
Hide or show columns	Open the column picker and toggle visibility
Pin a column	Click the header → Pin left / Pin right
Resize a column	Drag the edge of the column header
Sort	Click a column header and sort (A-Z or Z-A)
Filter	Use the filter controls on each column

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Renaming or Editing a View

1. Click the view's tab (or open its menu).

2. Select Rename.

3. Update the name or description.

4. Click on the ✔ icon.

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Deleting a View

1. Click on the ⌵ menu (present next to the name of the view) and choose Delete.

2. Your next-oldest view automatically becomes your new default.

Note: You'll always have at least one view — the last remaining view can't be deleted.

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Need Help?

If a view isn't behaving the way you expect, reach out to your Rox admin or contact support — we're happy to help.