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Issue with Adding View to Table on Monthly Pro Plan

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I just purchased a monthly Pro plan, but am not seeing the option to add a view to my table. Will that feature become available to me?

Issue with Adding View to Table on Monthly Pro Plan | Clay

3 comments

· Sorted by Oldest

Channeled
APP
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Yes, the option to add a view to your table is available with your Pro plan. To add a new view: 1. Open your table 2. Click on the "Default View" dropdown at the top of your table 3. Select "Add new view" from the options You can also manage existing views by: ** Switching between views using the dropdown menu ** Duplicating a view by clicking "Duplicate View" * Deleting a view by selecting "Delete View" If you're having trouble accessing this feature, try refreshing your browser. If the issue persists, you may want to request human assistance for further support.
Sources: Free vs. Starter vs. Explorer vs. Pro vs. Enterprise Plans Customize your table view | Documentation | Clay University Views
Hannah Cooley
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right now i only see options to rename or duplicate views
Channeled
APP
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I apologize for the confusion. Based on our documentation, the Pro plan should include the option to add new views. Here's what you can try: 1. Refresh your browser to ensure you're seeing the latest updates. 2. Look for the "Default View" dropdown at the top of your table. 3. Click on this dropdown to see if the "Add new view" option appears. If you still don't see the option to add a new view, it's possible there might be a delay in updating your account permissions or a technical issue. If the problem persists, you may want to request human assistance for further support by clicking on "Talk to a person" in this chat.
Sources: Customize your table view | Documentation | Clay University Views