How do I create a custom view in CCH Axcess Workstream?
The following video explains the process of creating a custom view in CCH Axcess Workstream:
- From the Work with Projects window, select New View from the Views tab.
- Add the filters and columns that you want to see.
- Select Save View from the Views tab.
- Name the view, and it will now show in the navigation pane.
Note: Custom views have a colored icon next to the view name; default views have a gray icon.