Changes

List View Overview

482 bytes added, 18:24, 7 June 2019
no edit summary
'''Enable File Download: '''Displays a [[Download files from list view|download option]] to allow downloading of files from [[Custom Field Type: Upload - Single File Storage|single file]] or multiple file fields on the selected records. 
 
* The download button will appear on the top right, above the list view. 
 
[[File:Download files button.png|border]]
'''Enable Map Panel: '''Takes each record on a list and plugs in the associated contact's address to create a geographical visual of where the clients are. 
'''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.
====Export====
The '''Export '''tab will display all the functions and options available to users for exporting their list views. A user is able to export a list view with the '''Export button '''on the top right of their list view. 
====Export====The '''Export '''tab will display all the functions and options available to users for exporting their list views:: [[File:export button. png|border]]
Enabling the Export button will allow you to export into '''Excel, '''the default exporting program. 
::: [[File:Quick edit for list viw.png|450px|border]]
==Configuration - Advanced==
===Batch Update Buttons===
On every list view, you will see an icon to the top right of the list view that enables '''Batch Updates. '''
 
''':: '''[[File:Batch update button.png|border]]
 
 
==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be [[Configuring List Views|configured]] for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[User & Contact Settings |User & Contact Settings ]] and [[Company & Account Settings|Company & Account Settings]], respectively.
2,299
edits