|
|
| (11 intermediate revisions by one other user not shown) |
| Line 1: |
Line 1: |
| − | {{ListViewHeader}}
| + | #REDIRECT [[List View Overview#Accessing the List View Configuration Page]] |
| − | | |
| − | Within the SmartSimple interface, the [[List View|list views]] of various [[Entity|entities]] can be configured. Below is a guide to accessing the configuration pages for the list views for various entities.
| |
| − | | |
| − | {| table rules="rows"
| |
| − | | style="width: 40%;"|'''To Configure the List View for...'''
| |
| − | | style="width: 60%;"|'''...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]]''
| |
| − | |
| |
| − | # Click on the Settings tab within the [[UTA]].
| |
| − | # 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.
| |
| − | |-
| |
| − | |''[[Contacts]] within a [[Universal Tracking Application]]''
| |
| − | |
| |
| − | # Click on the Settings tab within the [[UTA]].
| |
| − | # Choose the "Contacts List View" hyperlink.
| |
| − | |-
| |
| − | |''[[Accounts]] within a [[Universal Tracking Application]]''
| |
| − | |
| |
| − | # Click on the Settings tab within the [[UTA]].
| |
| − | # Choose the "Accounts List View" hyperlink.
| |
| − | |-
| |
| − | |''[[Associations]]''
| |
| − | |[[Global Settings]], under the [[Association Settings]] heading
| |
| − | |-
| |
| − | |''[[Company Transactions]]''
| |
| − | |
| |
| − | # Click on the [[Global Settings]] hyperlink.
| |
| − | # Under the [[Company & Account Settings]] heading, click on the "Transaction Types" hyperlink
| |
| − | # Click on the hyperlink for the transaction type for which you want to configure the list view
| |
| − | # Click on the List View button at the top left of the editing frame.
| |
| − | |-
| |
| − | |''[[Personal Transactions]]''
| |
| − | |
| |
| − | # Click on the [[Global Settings]] hyperlink. | |
| − | # Under the [[User & Contact Settings]] heading, click on the "Transaction Types" hyperlink
| |
| − | # Click on the hyperlink for the transaction type for which you want to configure the list view
| |
| − | # Click on the List View button at the top left of the editing frame.
| |
| − | |-
| |
| − | |''List of Applicants within Sales Tracking application''
| |
| − | |''Cannot currently be configured.''
| |
| − | |}
| |
| − | | |
| − | | |
| − | Most list views can also be edited on the fly, by using the "Edit View" button:
| |
| − | [[Image:Editviewimage.png]]
| |
| − | | |
| − | | |
| − | | |
| − | <!--The '''List View''' allows you to define which [[Standard_Fields|Standard]] and [[Custom Field|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 [[Types#Displaying_on_Tabs|'''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:<br>
| |
| − | ::[[Image:Editviewimage.png]]
| |
| − | :'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)-->
| |
| − | | |
| − | | |
| − | {{ListViewFooter}}
| |
