Difference between revisions of "Level 1 List Views Now Reference Related Level1 Organization and Owner Fields - Why?"

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Level 1 List Views can now be configured to include fields found on the Organization (also called Company) fields found on the Owner and Person contact records (i.e. Applicant, Employee, Client, Case Manager), as well as fields on the Branch connected to the Level 1.
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Level 1 List Views can now reference the Organization (also called Company) fields found on the Owner and Person contact records (i.e. Applicant, Employee, Client, Case Manager), as well as fields on the Branch connected to the Level 1.
  
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This means more List View options, making it a more powerful reporting tool.
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This enhancement makes list views a more powerful reporting tool by increasing the fields that can be displayed.
  
  

Revision as of 15:58, 14 March 2016

Why.jpeg This article will explain why this feature is a benefit to your organization.


Level 1 List Views can now reference the Organization (also called Company) fields found on the Owner and Person contact records (i.e. Applicant, Employee, Client, Case Manager), as well as fields on the Branch connected to the Level 1.

This enhancement makes list views a more powerful reporting tool by increasing the fields that can be displayed.


How.png Click here for an overview on this enhancement.
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