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Accessing the List View Configuration Page

4,113 bytes removed, 14:16, 13 June 2019
{{ListViewHeader}} Within the SmartSimple interface, the [[List View|list views]] of various [[Entity|entities]] can be configured. Below is a guide to accessing the configuration pages for the list views for various entities.  {| table rules="rows"| style="width: 40%;"|'''To Configure the List View for...'''| style="width: 60%;"|'''...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 REDIRECT [[UTA]].# Choose the "Contacts List View" hyperlink under the Level One settings header.|-|''[[Accounts]] within a [[Universal Tracking Application]]''|Overview# Click on Accessing the Settings tab within the [[UTA]].# Choose the "Accounts List View" hyperlink under the Level One settings header.|-|''[[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.''|}    <!--The '''List View''' allows you to define which [[Standard_Fields|Standard]] and [[Custom Field|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 [[Types#Displaying_on_Tabs|'''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:<br>::[[Image:Editviewimage.png]]:'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimpleConfiguration Page]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)-->  {{ListViewFooter}}
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