Changes

==Helpful Tips with List Views in a Universal Tracking Application=====Accessing the List View Configuration Page===Most list views can be edited on the fly, by clicking the '''wrench icon '''next to the name of the list view. ::* Within the [[Universal Tracking Application]], File:Edit list viewes.png|300px|border| Clicking the Settings page allows wrench will bring you to the [[List View Overview#Configuring List Views|defineconfiguration]] page for that record.  Below is a guide for the alternate methods of accessing the configuration pages for the list view for views of various [[Level 1 Entity|Level 1entities]], [[Level 2 Entity|Level 2]] and [[Level 3 Entity|Level 3]] records, as well as .  <pre> Note that the Accounts and/or Contacts sections nomenclature of your headings may differ depending on your SmartSImple instance. For example, the names of Level 1 records (if entities will differ depending on the Contactspurpose of your UTA. </Accounts Standard Fields have been enabled).pre> {| class="contenttable"|-::* The ||'''To Configure the List ViewFor:''' defined for Level 2 will apply both ||'''Go to the list view on the Level 2 tab: '''|-||Contacts, and the list of associated Level 2s at the bottom of a Level 1 recordSystem-Wide||[[Global Settings]] > [[User & Contact Settings|User]] > List View Settings > List Views |-||Organizations, if shown.System-Wide||[[Global Settings]] > [[File:L2ListViewOnAL1.pngCompany & Account Settings|thumbOrganizations]] > List View Settings > List Views|right-|link=|150px[[Level 1 Entity|Example of list view of associated Level 2s at bottom of Level 1 record.Entities]] within a [[Universal Tracking Application]]::* Similarly ||1. Go into the Level 3 list view applies also to the Level 3s listed at the bottom Configuration Settings of a Level UTA ('''gear icon''')  2 record.Choose the List Views hyperlink under the Level 1 Settings tab : <span id="bs_comment:@@@CMT0@@@" class="mceNonEditable comment" data|-bs-type="comment" data-bs-id="0"> If Display as Tab has been enabled for a ||[[Level 2 Type you can personalize the List View for the items listed on that tab If you use the same Tab Label for more than one Entity|Level 2 Type Entities]] within a UTA ||1. Go into the Configuration Settings of a UTA (thus grouping multiple Types onto the same Tab'''gear icon''') it will also use   2. Choose the List View configured on the Settings page the same List View as Views hyperlink under the Other Level 2 Types tab Within most other Applications you can set the List View via the Settings page Some list views contain special items and cannot be configured such as the list of Applicants on an Opportunity tab  |-||[[Level 3 Entity|Level 3 Entities]] within Sales Tracking When viewing a UTA||1. Go into the list Configuration Settings of Contacts you can set the List View by clicking on the Edit View tab br Image Editviewimage png Note changes here will affect the Contacts List View throughout SmartSimple a UTA (UTA Contacts Tab Search People Sales Tracking etc '''gear icon''') as well as   2. Choose the Accounts and or Contacts sections on List Views hyperlink under the Level 1 records (if the Contacts Accounts Standard Fields have been enabled) 3 Settings tab  |-||[[User|Users]] within a UTA|||-|||||-|||||-|||||}<br /span><br data-attributes="%20/">{{ ListViewFooter }} 

===Using Reports vs List Views===