Accessing the List View Configuration Page

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...	...go to
Contacts, System-wide	Global Settings, under the User & Contact Settings heading
Accounts, System-wide	Global Settings, under the Company & Account Settings heading
Level One Entities within a Universal Tracking Application	Click on the Settings tab within the UTA. Choose the "List View" hyperlink under the Level One settings header.
Associations	Global Settings, under the Association Settings heading

See Also

• List View Overview
• Accessing the List View Configuration Page
• Configuring List Views
• Setting the Sort Order on a List View
• Exporting List View Results to Microsoft Excel
• Exporting List View Results to Microsoft Word
• Download files from List View
• Preparing Existing Word Template for List View Export
• Quick Edit
• Historic List View
• Configuring Interactive List View Charts