Level 1 List Views Now Reference Related Level1 Organization and Owner Fields - Why?
Revision as of 13:03, 4 March 2016 by Stacey Hellas (talk | contribs)
Revision as of 13:03, 4 March 2016 by Stacey Hellas (talk | contribs)
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This article will explain why this feature is a benefit to your organization. |
Level 1 List Views can now been 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.
This means more List View options, making it a more powerful reporting tool.
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Click here for an overview on this enhancement. |