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.
- 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:
- Go to the Settings tab within the .
- Click on the hyperlink for Contact List View
- 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:
Note: If the Contact List View hyperlink is not visible in the Level 2 settings section:
- Go to the Entity Tab of the settings page.
- In the Level Two settings section, select "Use multiple Contact list for level 2."
- This will enable you to assign multiple contacts to a Level 2 record.
