Difference between revisions of "Accessing the List View Configuration Page"
From SmartWiki
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# Click on the Settings tab within the [[UTA]]. | # Click on the Settings tab within the [[UTA]]. | ||
− | # Choose the "Contacts List View" hyperlink | + | # Choose the "Contacts List View" hyperlink. |
|- | |- | ||
|''[[Accounts]] within a [[Universal Tracking Application]]'' | |''[[Accounts]] within a [[Universal Tracking Application]]'' | ||
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# Click on the Settings tab within the [[UTA]]. | # Click on the Settings tab within the [[UTA]]. | ||
− | # Choose the "Accounts List View" hyperlink | + | # Choose the "Accounts List View" hyperlink. |
|- | |- | ||
|''[[Associations]]'' | |''[[Associations]]'' |
Revision as of 09:53, 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 |
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Level Two Entities within a Universal Tracking Application |
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Level Three Entities within a Universal Tracking Application |
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Contacts within a Universal Tracking Application |
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Accounts within a Universal Tracking Application |
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Associations | Global Settings, under the Association Settings heading |
Company Transactions |
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Personal Transactions |
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List of Applicants within Sales Tracking application | Cannot currently be configured. |
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