Difference between revisions of "Accessing the List View Configuration Page"
From SmartWiki
Line 17: | Line 17: | ||
# Click on the Settings tab within the [[UTA]]. | # Click on the Settings tab within the [[UTA]]. | ||
# Choose the "List View" hyperlink under the Level One settings header. | # 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. | ||
|- | |- | ||
|''[[Associations]]'' | |''[[Associations]]'' |
Revision as of 09:34, 22 April 2013
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 |
Level One Entities within a Universal Tracking Application |
|
Level Two Entities within a Universal Tracking Application |
|
Level Three Entities within a Universal Tracking Application |
|
Associations | Global Settings, under the Association Settings heading |
See Also
- List View Overview
- Accessing the List View Configuration Page
- Configuring List Views
- Setting the Sort Order on a List View
- Exporting List View Results to Microsoft Excel
- Exporting List View Results to Microsoft Word
- Download files from List View
- Preparing Existing Word Template for List View Export
- Quick Edit
- Historic List View
- Configuring Interactive List View Charts