Create Account Views & Lists

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Last updated: Apr 17, 2026
Who can complete this task? Vault CRM Basics: Medical User, Vault Admin

You can create views and lists of accounts in your database to help keep them organized.

  • Lists are collections of accounts only visible to you.

  • Views are customizable by account types, where it pulls the data, what columns will be displayed, and any search criteria you define. Views can also be shared with other users within Vault CRM Basics.

Lists

To create a new list:

  1. Navigate to Medical CRM > My Accounts > View and Lists and click + in the Lists section.

    Screenshot of step 1

  2. Enter a Name for the list, select a color for the Label and click Save.

    Screenshot of step 2

  3. From the My Accounts view, click Add to List for each account you want to add to a list.

    Screenshot of step 3

  4. From the Add to dropdown, select the list you want to add the account to. Then click OK.

    Screenshot of step 4

The list will be added to the Lists section.

Views

To create a new account view:

  1. Navigate to Medical CRM > My Accounts > View and Lists and click + in the Account View section.

    Screenshot of step 1

  2. Fill out the required details:

    • View Name: Provide a name for the view.
    • Account Types: Select the account types (Institution and/or Professional) that you want to include in the view.
    • Visibility: Select the visibility of the view. You can choose to keep it hidden from all users, visible to all users, or accessible by profile, where you will then need to associate a profile for the view.
    • Include: Select if you want to include all accounts or only accounts you own, along with your preferred addresses or all addresses.

    Screenshot of step 2

  3. Select the columns to display in the view. You can add or remove columns by using the plus () or minus signs () next to the set column.

    Screenshot of step 2

  4. Add additional search criteria to further restrict the list of accounts in the view. This allows you to create a very specific list to only show accounts that satisfies all criteria added. To add additional criteria to the view, click Add Criteria.

  5. Click Save.

    Screenshot of steps 4, 5

The view will be added to the Account View section.

Edit, Delete, or Export a View

Screenshot

Edit

To edit a view:

  1. From the account view, select Edit View from the All Actions menu.

  2. Make changes to the view details, columns, and/or criteria and click Save.

Delete

To delete a view:

  1. From the account view, select Delete View from the All Actions menu.

  2. Click Continue to confirm you want to delete the view.

Export

To export a view:

  1. From the account view, select CSV or Excel from the All Actions menu.