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

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#REDIRECT [[List View Overview#Accessing the List View Configuration Page]]
 
 
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.
 
 
 
{| table rules="rows"
 
| style="width: 40%;"|'''To Configure the List View for...'''
 
| style="width: 60%;"|'''...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]]''
 
|
 
# Click on the Settings tab within the [[UTA]].
 
# Choose the "List View" hyperlink under the Level One settings header.
 
|-
 
|''[[Level Two Entities]] within a [[Universal Tracking Application]]''
 
|
 
# Click on the Settings tab within the [[UTA]].
 
# Choose the "List View" hyperlink under the Level Two settings header.
 
|-
 
|''[[Level Three Entities]] within a [[Universal Tracking Application]]''
 
|
 
# Click on the Settings tab within the [[UTA]].
 
# Choose the "List View" hyperlink under the Level Three settings header.
 
|-
 
|''[[Contacts]] within a [[Universal Tracking Application]]''
 
|
 
# Click on the Settings tab within the [[UTA]].
 
# Choose the "Contacts List View" hyperlink under the Level One settings header.
 
|-
 
|''[[Accounts]] within a [[Universal Tracking Application]]''
 
|
 
# Click on the Settings tab within the [[UTA]].
 
# Choose the "Accounts List View" hyperlink under the Level One settings header.
 
|-
 
|''[[Associations]]''
 
|[[Global Settings]], under the [[Association Settings]] heading
 
|-
 
|''[[Company Transactions]]''
 
|
 
# Click on the [[Global Settings]] hyperlink.
 
# Under the [[Company & Account Settings]] heading, click on the "Transaction Types" hyperlink
 
# Click on the hyperlink for the transaction type for which you want to configure the list view
 
# Click on the List View button at the top left of the editing frame.
 
|-
 
|''[[Personal Transactions]]''
 
|
 
# Click on the [[Global Settings]] hyperlink.
 
# Under the [[User & Contact Settings]] heading, click on the "Transaction Types" hyperlink
 
# Click on the hyperlink for the transaction type for which you want to configure the list view
 
# 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.''
 
|}
 
 
 
 
 
 
 
 
 
<!--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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Latest revision as of 10:16, 13 June 2019