Difference between revisions of "Contact List View"
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* In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record. | * In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record. | ||
− | + | * Multiple ''Contact List Views'' can be defined, with visibility limited to different roles. See [[Configuring List Views]] for detailed instructions. | |
− | |||
==Contact List Views on UTA Records== | ==Contact List Views on UTA Records== | ||
+ | With a {{UTA}}, the lists of contacts visible on a {{l1}} record can also be configured: | ||
+ | # Go to the [[UTA Settings Page|Settings tab]] within the {{UTA}}. | ||
+ | # Click on the hyperlink for ''Contact List View'' | ||
+ | # Configure the list view per the instructions at [[Configuring List Views]] | ||
+ | [[Image:UTAContactListView.png|link=|500px]] | ||
==See Also== | ==See Also== |
Revision as of 11:20, 20 December 2013
Contents
[hide]Contact List Views determine the fields that are shown in the columns of an ordered list of contact records.
- In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record.
- Multiple Contact List Views can be defined, with visibility limited to different roles. See Configuring List Views for detailed instructions.
Contact List Views on UTA Records
With a , the lists of contacts visible on a Level 1 record can also be configured:
- Go to the Settings tab within the .
- Click on the hyperlink for Contact List View
- Configure the list view per the instructions at Configuring List Views