Difference between revisions of "Accessing the List View Configuration Page"
From SmartWiki
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|[[Global Settings]], under the [[Company & Account Settings]] heading | |[[Global Settings]], under the [[Company & Account Settings]] heading | ||
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| − | |[[Level One Entities]] within a [[Universal Tracking Application]] | + | |''[[Level One Entities]] within a [[Universal Tracking Application]]'' |
| − | + | | | |
| + | # Click on the Settings tab within the [[UTA]]. | ||
| + | # Choose the "List View" hyperlink under the Level One settings header. | ||
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Revision as of 09:22, 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 |
|
| Associations | Global Settings, under the Association Settings heading |
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
