Creating Custom View to see Covering AM Orders

This view will allow you see all orders assigned under another am

1.) Go to the "National Orders" tab in Community (if you have orders run by CMT, the same process can be completed on the "Orders" tab), click the gear icon, and hit "New"

2.) Name your new view (List and List API Name) and hit save

Note: views cannot be shared between users so you can only create one for yourself

3.) Adjust "Filter by Owner" from "My national orders" to "All National orders"

4.) Add a new filter: "Account Manager" = AM whose orders you are covering*

5.) Add new Filter: Order Status = Active

6.) Hit Save

7.) Adjust fields to display by selecting the gear icon and hitting "Select Fields to Display"

This allows you to add and filter by helpful fields like: "Sales Order Name", "Advertiser Name", "Start/End Date", etc.

Hit save and enjoy your new view!