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amasica1217
Contributor ⭐️⭐️⭐️⭐️
May 21, 2025 2:39 PM UTC
Solved

Create global customer views in Cockpit

I used to be able to create views in Cockpit from the Admin side of things that would appear here for everyone:

Transparently, I haven’t used Cockpit admin since the new UI was rolled out, but I can no longer find where to create those views, and we do need to build some specifically for our Pooled CS team. Where would I find that now?

romihache
romihacheAnswer
VIP ⭐️⭐️⭐️⭐️⭐️
May 22, 2025 10:48 AM UTC

Hi ​@amasica1217!
It was moved around, and the documentation didn’t keep up with it 😣
The new path is Administration → Cockpit Configuration → CTA Attributes → Views → Create View

 

Current Cockpit Views location

 

Continuous improvement is better than delayed perfection

2 replies

romihache
romihacheAnswer
VIP ⭐️⭐️⭐️⭐️⭐️
May 22, 2025 10:48 AM UTC

Hi ​@amasica1217!
It was moved around, and the documentation didn’t keep up with it 😣
The new path is Administration → Cockpit Configuration → CTA Attributes → Views → Create View

 

Current Cockpit Views location

 

Translate
Continuous improvement is better than delayed perfection
amasica1217
Contributor ⭐️⭐️⭐️⭐️
May 22, 2025 1:48 PM UTC

Hi ​@amasica1217!
It was moved around, and the documentation didn’t keep up with it 😣
The new path is Administration → Cockpit Configuration → CTA Attributes → Views → Create View

 

Current Cockpit Views location

 

Yes, thank you so much! This is it.

Translate