Changes

Accessing the List View Configuration Page

2,445 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.|-|''REDIRECT [[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]]''|Overview# Click on Accessing the Settings tab within the [[UTA]].# Choose the "List View" hyperlink under the Level Three settings header.|-|''[[ContactsConfiguration Page]] 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]]|}  Most list views can also be edited on the fly, by using the "Edit View" button:{{Editviewimage}} {{ListViewFooter}}
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