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

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This enhancement makes list views a more powerful reporting tool by increasing the fields that can be displayed.
 
This enhancement makes list views a more powerful reporting tool by increasing the fields that can be displayed.
  
 
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[[Category:Why]][[Category:List Views]]
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| Click [[Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields|here]] for an overview on this enhancement.
 
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[[Category:Why]]
 

Latest revision as of 10:43, 1 September 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.