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| + | #REDIRECT [[List View Overview#Accessing the List View Configuration Page]] |
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| − | Most [[list views]] can be edited on the fly, by using the "Edit View" button at the top of any [[List View|list view]]:<br>
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| − | {{Editviewimage}}
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| − | Clicking the "Edit View" button will bring you to the [[Configuring List Views|list view configuration]] page for that record.
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| − | Below is a guide for the alternate method of accessing the configuration pages for the list views for various [[Entity|entities]].
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| − | {| table rules="rows"
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| − | | style="width: 40%;"|'''To Configure the List View for...'''
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| − | | style="width: 60%;"|'''...go to'''
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| − | |''Contacts, System-wide''
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| − | |[[Global Settings]], under the [[User & Contact Settings]] heading
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| − | |''Accounts, System-wide''
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| − | |[[Global Settings]], under the [[Company & Account Settings]] heading
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| − | |''[[Level One Entities]] within a [[Universal Tracking Application]]''
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| − | # Click on the Settings tab within the [[UTA]]. | |
| − | # Choose the "List View" hyperlink under the Level One settings header.
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| − | |''[[Level Two Entities]] within a [[Universal Tracking Application]]''
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| − | # Click on the Settings tab within the [[UTA]]. | |
| − | # Choose the "List View" hyperlink under the Level Two settings header.
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| − | |''[[Level Three Entities]] within a [[Universal Tracking Application]]''
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| − | # Click on the Settings tab within the [[UTA]].
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| − | # Choose the "List View" hyperlink under the Level Three settings header.
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| − | |''[[Contact]]s within a [[Universal Tracking Application]]''
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| − | # Click on the Settings tab within the [[UTA]].
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| − | # Choose the "Contacts List View" hyperlink.
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| − | |''[[Organization|Accounts]] within a [[Universal Tracking Application]]''
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| − | # Click on the Settings tab within the [[UTA]].
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| − | # Choose the "Accounts List View" hyperlink.
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| − | |''[[Associations]]''
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| − | |[[Global Settings]], under the [[Association Settings]] heading
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| − | |''[[Company Transactions]]''
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| − | # Click on the [[Global Settings]] hyperlink.
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| − | # Under the [[Company & Account Settings]] heading, click on the "Transaction Types" hyperlink
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| − | # Click on the hyperlink for the transaction type for which you want to configure the list view
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| − | # Click on the List View button at the top left of the editing frame.
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| − | |''[[Personal Transactions]]''
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| − | # Click on the [[Global Settings]] hyperlink.
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| − | # Under the [[User & Contact Settings]] heading, click on the "Transaction Types" hyperlink
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| − | # Click on the hyperlink for the transaction type for which you want to configure the list view
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| − | # Click on the List View button at the top left of the editing frame.
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| − | |''List of Applicants within Sales Tracking application''
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| − | |''Cannot currently be configured.''
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| − | |''Workflow Requests''
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| − | |See [[Workflow Requests List View]]
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| − | |}
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| − | {{ListViewFooter}}
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