System Buttons included into View

If you click on any View name listed in the left menu, this view will be opened and you’ll see the following buttons at the top of it.

View Buttons.png




The New button allows to add new records to a table. If you click on this button, the Add New Record form will be opened.


Use the Print button, if you want to print this view.


The Export button allows to export the view data using the following formats: XLSX,CSV and HTML .

Export Button.png

If you need to export file attachments, use the tdbackupwin tool, otherwise only attachment names will be exported.


To send the view data to any e-mail click on the Send button and fill in the following form:

Send Email.png


TeamDesk users have an ability to hide columns from the views and show them back by clicking the Customize button located in the view header.


When a user needs to include/exclude columns to/from the view, he/she can check/uncheck them in the Customize button dropdown and click on the Update button. In case all columns should be displayed, click on the Reset button.

Moreover, TeamDesk users can apply custom sort order by clicking column headers.

Graphical user interface, text, application

Description automatically generated

Changes made by the user do not affect other users or application setup and can always be restored back to the default state.

Next: Recent Views