Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields
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Revision as of 11:56, 15 January 2016 by Alvin Thompson (talk | contribs)
Contents
Overview
Level1 List Views can reference parent and child fields. This makes the Lists Views a more potent reporting tool.
Details
Level1 list view can now reference the following fields:
- the organization connected to the Level1
- the branch connected to the Level1
- the external person connected to the Level1
- the internal person connected to the Level1
- the organization connected to the Level1
Illustrated
The image below displays the Level List View with fields organized by the Level 1 fields, Organization Fields, and the Owner Fields.
Notes
Notes: As of the January 2016 upgrade package, these fields can be searched via Quick Search but not the Advanced Search feature. Search via Advanced Search may be added at a later upgrade.
Also See
- List View Overview
- Configuring List Views