Difference between revisions of "Accessing the List View Configuration Page"

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Most list views can also be edited on the fly, by using the "Edit View" button:
 
Most list views can also be edited on the fly, by using the "Edit View" button:
 
[[Image:Editviewimage.png]]
 
[[Image:Editviewimage.png]]
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<!--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.
 
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* 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).
 
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::* ''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.''
 
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::* 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.
 
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::* 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.
 
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* Within most other [[Applications]] you can set the '''List View''' via the '''Settings''' page.
 
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::''Some list views contain special items and cannot be configured, such as the list of Applicants on an Opportunity within [[Sales Tracking]].''
 
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* You can also set the '''List View''' by clicking on the '''Edit View''' tab. The example below is on a Contacts list view:<br>
 
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::[[Image:Editviewimage.png]]
 
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:'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)-->
 
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Revision as of 11:01, 22 April 2013

caption Click here to watch a video on creating and editing List Views.

Within the SmartSimple interface, the list views of various entities can be configured. Below is a guide to accessing the configuration pages for the list views for various entities.

To Configure the List View for... ...go to
Contacts, System-wide Global Settings, under the User & Contact Settings heading
Accounts, System-wide Global Settings, under the Company & Account Settings heading
Level One Entities within a Universal Tracking Application
  1. Click on the Settings tab within the UTA.
  2. Choose the "List View" hyperlink under the Level One settings header.
Level Two Entities within a Universal Tracking Application
  1. Click on the Settings tab within the UTA.
  2. Choose the "List View" hyperlink under the Level Two settings header.
Level Three Entities within a Universal Tracking Application
  1. Click on the Settings tab within the UTA.
  2. Choose the "List View" hyperlink under the Level Three settings header.
Contacts within a Universal Tracking Application
  1. Click on the Settings tab within the UTA.
  2. Choose the "Contacts List View" hyperlink.
Accounts within a Universal Tracking Application
  1. Click on the Settings tab within the UTA.
  2. Choose the "Accounts List View" hyperlink.
Associations Global Settings, under the Association Settings heading
Company Transactions
  1. Click on the Global Settings hyperlink.
  2. Under the Company & Account Settings heading, click on the "Transaction Types" hyperlink
  3. Click on the hyperlink for the transaction type for which you want to configure the list view
  4. Click on the List View button at the top left of the editing frame.
Personal Transactions
  1. Click on the Global Settings hyperlink.
  2. Under the User & Contact Settings heading, click on the "Transaction Types" hyperlink
  3. Click on the hyperlink for the transaction type for which you want to configure the list view
  4. Click on the List View button at the top left of the editing frame.
List of Applicants within Sales Tracking application Cannot currently be configured.


Most list views can also be edited on the fly, by using the "Edit View" button: Editviewimage.png


See Also

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