Difference between revisions of "Accessing the List View Configuration Page"

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|''Accounts, System-wide''
 
|''Accounts, System-wide''
 
|[[Global Settings]], under the [[Company & Account Settings]] heading
 
|[[Global Settings]], under the [[Company & Account Settings]] heading
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|-
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|[[Level One Entities]] within a [[Universal Tracking Application]]
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 +
 
|-
 
|-
 
|''[[Associations]]''
 
|''[[Associations]]''
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|}
 
|}
  
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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.
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<!--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).
 
* 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).
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* You can also set the '''List View''' by clicking on the '''Edit View''' tab. The example below is on a Contacts list view:<br>
 
* 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]]
 
::[[Image:Editviewimage.png]]
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:'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)
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:'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)-->
  
  
 
{{ListViewFooter}}
 
{{ListViewFooter}}

Revision as of 09:21, 22 April 2013

caption 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


Associations Global Settings, under the Association Settings heading



See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Accessing_the_List_View_Configuration_Page&oldid=13317’