Difference between revisions of "Setting the Personal Transaction List View"

From SmartWiki
Jump to: navigation, search
 
 
(One intermediate revision by one other user not shown)
Line 1: Line 1:
−
The final step before using a personal transaction is to set the '''list view'''.  This will control the fields that are displayed in the transaction list view plus the sort order of the transactions.
+
#REDIRECT [[Accessing the List View Configuration Page]]
  
−
1. Click the '''Education''' link to display the transaction setting.
 
  
−
[[Image:Pers9.png]]
 
−
 
−
2. Click the '''List View''' tab.
 
  
−
The '''Field List''' is displayed.
+
[[Category:Transactions]]
−
 
 
−
[[Image:Pers10.png]]
 
−
 
−
3. Select the fields shown below.
 
−
 
 
−
[[Image:Pers11.png]]
 
−
 
−
4. Click the '''Save''' button.
 
−
 
 
−
 
 
−
 
 
−
[[Category:System Management]][[Category:Personal Transactions]]
 

Latest revision as of 10:44, 22 April 2013

Redirect to:

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Setting_the_Personal_Transaction_List_View&oldid=13327’