Difference between revisions of "Accessing the List View Configuration Page"

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# Click on the Settings tab within the [[UTA]].
 
# Click on the Settings tab within the [[UTA]].
 
# Choose the "List View" hyperlink under the Level One settings header.
 
# Choose the "List View" hyperlink under the Level One settings header.
 
+
|-
 +
|''[[Level Two Entities]] within a [[Universal Tracking Application]]''
 +
|
 +
# Click on the Settings tab within the [[UTA]].
 +
# Choose the "List View" hyperlink under the Level Two settings header.
 +
|-
 +
|''[[Level Three Entities]] within a [[Universal Tracking Application]]''
 +
|
 +
# Click on the Settings tab within the [[UTA]].
 +
# Choose the "List View" hyperlink under the Level Three settings header.
 
|-
 
|-
 
|''[[Associations]]''
 
|''[[Associations]]''

Revision as of 09:34, 22 April 2013

caption 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
  1. Click on the Settings tab within the UTA.
  2. Choose the "List View" hyperlink under the Level One settings header.
Level Two Entities within a Universal Tracking Application
  1. Click on the Settings tab within the UTA.
  2. Choose the "List View" hyperlink under the Level Two settings header.
Level Three Entities within a Universal Tracking Application
  1. Click on the Settings tab within the UTA.
  2. Choose the "List View" hyperlink under the Level Three settings header.
Associations Global Settings, under the Association Settings heading



See Also