Changes

Jump to: navigation, search

List View Overview

1,759 bytes added, 14:57, 7 June 2019
no edit summary
==Configuration—Essentials==
A typical external user is unable to edit list views. Only a [[Global User Administrator|System Administrator]] is able to edit list views. 
 
===Example of List Views===
For example, clicking on '''Organizations '''from the main menu will display a list view of organization records in your SmartSimple system: 
 
:: [[File:ListViewExample.png|border]]
 
In the above example, the following fields have been selected for display: 
 
* Organization Name, Address, City, State, Phone Number, Primary Contact, Website, and Status (inactive/active) 
 
Each field in this list is able to be sorted differently (default, ascending, descending) by changing the value of the [[Sort By]] dropdown box to the right of each field. 
 
:: [[File:Alphabetical order.png|border]] 
 
The list can also be filtered by using the [[Basic Search]] panel which is at the right of the list view, or the [[Advanced Search]] panel which, when selected, will open as a modal window where you can customize your search. 
 
:: [[File:Basic vs advanced search.png|border]]
 
'''Note: '''List views will default to the last set of search criteria used. For example, if you perform a search within '''People '''for contacts with the last name "Smith," the next you log back in and view your contacts list, SmartSimple will remember your search and present the last set of search criteria, in the same [[Sort by|sort order]]. 
 
A user can modify their current list view by selecting the '''List View Options '''icon on the top right. 
 
:: [[File:Listviewoptions button.png|border]] 
 
This will open a modal window that allows the user to select or de-select certain fields to be shown in their current list view. The benefit of this feature is that each list view can display a different combination of fields, both [[Standard Fields|standard]] and [[Custom Fields|custom]]. 
 
:: [[File:Listviewoptions list.png|border]]
 
==Introduction==
2,299
edits

Navigation menu