Changes

List View Overview

2 bytes removed, 18:31, 7 June 2019
no edit summary
====Columns====
:: [[File:Columns List View.png|800px|border]]
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: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