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List View Overview

19 bytes removed, 18:17, 7 June 2019
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<br />Multiple values can be added in each column. Once you click a field, a new '''left arrow icon''' will appear on the right of the other standard fields. To add another field into one column, select that icon.
In this example, the '''Primary Contact''' is added to the same column as the '''Organization''' name, so that they will appear together in the List View.
:* '''Descending''' will sort the selection from Z to A alphabetically or 9 to 0 numerically.
'''Note''': The '''Sort Order''' options only define the ''default ''sort order for the list view. The list view can always be re-sorted by using the [[Sort By]] feature within the list view.
 
:* '''Trigger Workflow After Export: '''Each exported record will trigger the specified workflow. 
:** For more information: [[Workflows Overview]] 
::*: [[File:Excel export settings.png|550px|border]] :
In the next sections of the Export page, you can customize the settings for exporting to Excel. 
||Will strip out any formatting (ex: commas, currency, decimal places) associated with the selected field
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====<br />Quick Edit====
The quick edit tab allows you to enable particular fields for [[Quick Edit]], allowing users using the list view to edit fields on a record directly. 
::: [[File:Quick edit for list viw.png|450px|border]]
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==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be [[Configuring List Views|configured]] for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[User & Contact Settings |User & Contact Settings ]] and [[Company & Account Settings|Company & Account Settings]], respectively.
:* The '''List View''' defined for Level 2 will apply both to the list view on the Level 2 tab, and the list of associated Level 2s at the bottom of a Level 1 record, if shown.
[[File:L2ListViewOnAL1.png|thumb|right|link=|150px|Example of list view of associated Level 2s at bottom of Level 1 record.]]
 
:* Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record.
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