Level 1 List Views Now Reference Related Level 1 Organization and Owner Fields

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Revision as of 15:50, 13 January 2016 by Alvin Thompson (talk | contribs) (Created page with "{{UnderConstruction}} ==Overview== Level1 list views can reference parent and child fields. This makes the lists views a more potent reporting tool. ==Details== Users can ...")

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Overview

Level1 list views can reference parent and child fields. This makes the lists views a more potent reporting tool.

Details

Users can now create a L1 list view that references:

  • the organization connected to the L1
  • the branch connected to the L1
  • the external person connected to the L1
  • the internal person connected to the L1


link:


link:


Notes

Notes: As of the January 2016 upgrade package, these fields can be searched via quick search but not the advanced search feature. Search via advanced search feature may be added at a later upgrade.

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