View source for Accessing the List View Configuration Page

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Within the SmartSimple interface, the [[List View|list views]] of various [[Entity|entities]] can be configured. Below is a guide to accessing the configuration pages for the list views for various entities. 

{|
|'''Contacts, System-wide'''
|#Global Settings, under the Staff & Contact Settings heading
|-
|'''Accounts, System-wide'''
|
|-
|}

The '''List View''' allows you to define which [[Standard_Fields|Standard]] and [[Custom Field|Custom]] Fields are displayed when viewing a list of records. You can also define the sequence in which the records are displayed.

* Within the [[Universal Tracking Application]] the '''Settings''' page allows you to define the list view for Level 1, Level 2 and Level 3 as well as the Accounts and/or Contacts sections on the Level 1 records (if the Contacts/Accounts Standard Fields have been enabled).
::* ''The '''List View''' defined for Level 2 will apply both to the list view on the Level 2 tab, and the list of associated Level 2s at the bottom of a Level 1 record, if shown. Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record.''
::* If [[Types#Displaying_on_Tabs|'''Display as Tab''']] has been enabled for a Level 2 [[Type]] you can customize the '''List View''' for the items listed on that tab.
::* If you use the same Tab Label for more than one Level 2 [[Type]] (thus grouping multiple Types onto the same Tab) it will also use the '''List View''' configured on the Settings page, the same List View as the '''Other Level 2 Types''' tab.
* Within most other [[Applications]] you can set the '''List View''' via the '''Settings''' page.
::''Some list views contain special items and cannot be configured, such as the list of Applicants on an Opportunity within [[Sales Tracking]].''
* You can also set the '''List View''' by clicking on the '''Edit View''' tab. The example below is on a Contacts list view:<br>
::[[Image:Editviewimage.png]]
:'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)


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