Accessing the List View Configuration Page

Click here to watch a video on creating and editing List Views.

Most list views can be edited on the fly, by using the "Edit View" button at the top of any list view:

Clicking the "Edit View" button will bring you to the list view configuration page for that record.

Below is a guide for the alternate method of 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.
Level Two Entities within a Universal Tracking Application	Click on the Settings tab within the UTA. Choose the "List View" hyperlink under the Level Two settings header.
Level Three Entities within a Universal Tracking Application	Click on the Settings tab within the UTA. Choose the "List View" hyperlink under the Level Three settings header.
Contacts within a Universal Tracking Application	Click on the Settings tab within the UTA. Choose the "Contacts List View" hyperlink.
Accounts within a Universal Tracking Application	Click on the Settings tab within the UTA. Choose the "Accounts List View" hyperlink.
Associations	Global Settings, under the Association Settings heading
Company Transactions	Click on the Global Settings hyperlink. Under the Company & Account Settings heading, click on the "Transaction Types" hyperlink Click on the hyperlink for the transaction type for which you want to configure the list view Click on the List View button at the top left of the editing frame.
Personal Transactions	Click on the Global Settings hyperlink. Under the User & Contact Settings heading, click on the "Transaction Types" hyperlink Click on the hyperlink for the transaction type for which you want to configure the list view Click on the List View button at the top left of the editing frame.
List of Applicants within Sales Tracking application	Cannot currently be configured.
Workflow Requests	See Workflow Requests List View

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