Difference between revisions of "Contact List View"

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* In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record.
 
* In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record.
 
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* Multiple ''Contact List Views'' can be defined, with visibility limited to different roles. See [[Configuring List Views]] for detailed instructions.
==Configuring Contact List Views==
 
  
 
==Contact List Views on UTA Records==
 
==Contact List Views on UTA Records==
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With a {{UTA}}, the lists of contacts visible on a {{l1}} record can also be configured:
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# Go to the [[UTA Settings Page|Settings tab]] within the {{UTA}}.
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# Click on the hyperlink for ''Contact List View''
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# Configure the list view per the instructions at [[Configuring List Views]]
  
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[[Image:UTAContactListView.png|link=|500px]]
  
 
==See Also==
 
==See Also==

Revision as of 11:20, 20 December 2013

Contact List Views determine the fields that are shown in the columns of an ordered list of contact records.

Contactslistview1.png

  • In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record.
  • Multiple Contact List Views can be defined, with visibility limited to different roles. See Configuring List Views for detailed instructions.

Contact List Views on UTA Records

With a , the lists of contacts visible on a Level 1 record can also be configured:

  1. Go to the Settings tab within the .
  2. Click on the hyperlink for Contact List View
  3. Configure the list view per the instructions at Configuring List Views

UTAContactListView.png

See Also