Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields

Overview

Level1 list views can reference parent and child fields. This makes the lists views a more potent reporting tool.

Details

L1 list view can now reference the following fields:

• the organization connected to the L1
  
• the branch connected to the L1
  
• the external person connected to the L1
  
• the internal person connected to the L1
  

Notes

Notes: As of the January 2016 upgrade package, these fields can be searched via quick search but not the advanced search feature. Search via advanced search feature may be added at a later upgrade.