Difference between revisions of "Contact List View"
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# Click on the hyperlink for ''Contact List View'' | # Click on the hyperlink for ''Contact List View'' | ||
# Configure the list view per the instructions at [[Configuring List Views]] | # Configure the list view per the instructions at [[Configuring List Views]] | ||
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| + | The selected fields will then be visible on the contacts assigned to your {{l1}} records for that [[UTA]]. | ||
[[Image:UTAContactListView.png|link=|500px]] | [[Image:UTAContactListView.png|link=|500px]] | ||
Revision as of 11:22, 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
The selected fields will then be visible on the contacts assigned to your Level 1 records for that UTA.
