List View Overview

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 you can define the list view for Level 1, Level 2 and Level 3 as well as the Level 1 Accounts and/or Contacts sections on the Settings page.
• Within most other Applications you can set the List View via the Settings page.
• When viewing the list of Contacts you can set the List View by clicking on the Edit View tab:
  

Defining a List View

Click into any List View shortcut to display the list of fields available:

• Standard Fields are listed at the top of the list, followed by Custom Fields.
• The # field displayed at the top of the list will display a record counter (index) for the items displayed.
• Click the check box to the left of each field name to include that field in the List View.
• Click the Hyperlink button to designate a single field that will provide a drill-down to the associated record.
• Text Align defines if the data should be left, centred or right aligned in the column.
• For numeric fields, you can display a total at the bottom of each page by clicking the Show Total check box.

The Total displayed at the bottom of the column will have the same formatting (example: #.##) as specified in the Custom Field that is being totalled. If no formatting is specified, the total will be displayed to 1 decimal place.

Once you have saved the field list you can set the Display order.

Note: anytime you make changes to the List View page as described above the field order settings (described below) will be reset and will need to be re-defined.

Setting the Field Order

Once you have selected the fields to be displayed, you can reorder the fields in the list view and if required create a formatting template specifically for this list view.

From the List View page click the Set Order button at the bottom.

The Data Column Order and Sorting window is displayed:

To change the Display order:

• Click on the required field in the left panel.
• Use the Up and Down arrows to move the field.
• Once complete, click the Save button.

To change the Sort order:

• Choose the first field you wish to order by in the right field combo box.
• Select Ascending or Descending in the Order combo box.
• If required repeat this process for a second and third field.

Setting the Activity List Order

1. Reorder the fields as shown below:

2. Set the Sort order as shown below:

The activity list will be sorted ascending based on the status.

3. Click the Save button.

4. Click the Activities tab.

The list view for the Level 1 item is displayed.

No items are displayed as you have not added any items yet.