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

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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.  
 
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.  
  
{| class="wikitable"
+
{| table rules="rows"
 
| style="width: 40%;"|'''To Configure the List View for...'''
 
| style="width: 40%;"|'''To Configure the List View for...'''
 
| style="width: 60%;"|'''...go to'''
 
| style="width: 60%;"|'''...go to'''

Revision as of 09:33, 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
  1. Click on the Settings tab within the UTA.
  2. Choose the "List View" hyperlink under the Level One settings header.
Associations Global Settings, under the Association Settings heading



See Also