2,299
edits
Changes
no edit summary
The '''Columns''' tab allows you to visually configure the available columns to a List View. The [[[Standard Fields|standard]] and [[Custom Fields|custom]] fields that you want to be displayed in your list view are defined here. The maximum is 30 columns to a list view, but best practice is to only display up to 10 columns, as otherwise the user will have to scroll back and forth horizontally and it is a less presentable record. You may '''Drag and Drop '''columns to reorder them, and by clicking the '''X '''on the top right of each column you can delete them from the List View.
List views are highly configurable: you may bring in fields from different areas such as Applicant Fields, Organization Fields, and so on. They will all be displayed underneath the '''Fields '''heading and can be scrolled through.
By clicking into a cell, you will see the configuration options below.
:: [[File:Copybutton for list view.png|250px|border]]
====Sort Order====
:: [[File:Sort order for list views.png|445px|border]]
1. Click the '''Add''' button to add rows to the Sort Order.
2. Choose a field that the list view should be sorted by, by default.
3. Choose the '''Direction''' in which the sort should occur:
:: *'''Ascending''' will sort the selection from A to Z alphabetically or 0 to 9 numerically.
:: *'''Descending''' will sort the selection from Z to A alphabetically or 9 to 0 numerically.
'''Note''': The '''Sort Order''' options only define the ''default''' sort order for the list view. The list view can always be re-sorted by using the [[Sort By]] feature within the list view.
==Contact and Company List Views==
