Contact List View

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Definition

Contact List Views determine the fields that are shown in the columns of an ordered list of contact records.

Contactslistview1.png

  • In the above example, the following fields have been selected for display: the index (#), Contact Name, Email Address and Company Name. The last column is an "Open" button which accesses the specific contact record.
  • Multiple Contact List Views can be defined, with visibility limited to different roles. See Configuring List Views for detailed instructions.

Contact List Views on UTA Records

With a , the lists of contacts visible on a records can also be configured:

  1. Go to the Settings tab within the .
  2. Click on the hyperlink for Contact List View
  3. Configure the list view per the instructions at Configuring List Views

The selected fields will then be visible on the contacts assigned to your records for that UTA:

UTAContactListView.png

Note: If the Contact List View hyperlink is not visible in the Level 2 settings section:

  1. Go to the Entity Tab of the settings page.
  2. In the Level Two settings section, select "Use multiple Contact list for level 2."
  3. This will enable you to assign multiple contacts to a Level 2 record.

See Also