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...
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...go to
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| Contacts, System-wide
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Global Settings, under the User & Contact Settings heading
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| Accounts, System-wide
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Global Settings, under the Company & Account Settings heading
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| Associations
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Global Settings, under the Association Settings heading
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The List View allows you to define which Standard and Custom Fields are displayed when viewing a list of records. You can also define the sequence in which the records are displayed.
- Within the Universal Tracking Application the Settings page allows you to define the list view for Level 1, Level 2 and Level 3 as well as the Accounts and/or Contacts sections on the Level 1 records (if the Contacts/Accounts Standard Fields have been enabled).
- The List View defined for Level 2 will apply both to the list view on the Level 2 tab, and the list of associated Level 2s at the bottom of a Level 1 record, if shown. Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record.
- If Display as Tab has been enabled for a Level 2 Type you can customize the List View for the items listed on that tab.
- If you use the same Tab Label for more than one Level 2 Type (thus grouping multiple Types onto the same Tab) it will also use the List View configured on the Settings page, the same List View as the Other Level 2 Types tab.
- Within most other Applications you can set the List View via the Settings page.
- Some list views contain special items and cannot be configured, such as the list of Applicants on an Opportunity within Sales Tracking.
- You can also set the List View by clicking on the Edit View tab. The example below is on a Contacts list view:
- Note: changes here will affect the Contacts List View throughout SmartSimple (UTA Contacts Tab, Search People, Sales Tracking, etc.)
See Also
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