Level 1 List Views Now Reference Related Level1 Organization and Owner Fields - Why?

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Why.jpeg This article will explain why this feature is a benefit to your organization.


Level 1 List Views can now reference the Organization (also called Company) fields found on the Owner and Person contact records (i.e. Applicant, Employee, Client, Case Manager), as well as fields on the Branch connected to the Level 1.

This enhancement makes list views a more powerful reporting tool by increasing the fields that can be displayed.