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

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Revision as of 10:15, 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

The List View allows you to define which Standard and 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 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:
Editviewimage.png
Note: changes here will affect the Contacts List View throughout SmartSimple (UTA Contacts Tab, Search People, Sales Tracking, etc.)



See Also

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