Create a Personal View From an Existing View
For example, an "Anniversary Next Month" view could be created by making a copy of the "Birthday Next Month" view and replacing the birthday field with the anniversary field. You should check the Field List, View Clause, and Order By for the field you're changing.
- Go to .
- Find and open the View.
- Click Copy.
- Select Your User Record in the drop-down list.
- Optional: Rename the view if it is helpful to personalize the title.
- Optional: Add or change any fields in the view, if needed.