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List View Overview

26 bytes added, 16:53, 2 June 2010
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* Within the [[Universal Tracking Application]] the '''Settings''' page allows you to define the list view for Level 1, Level 2 and Level 3 as well as the Accounts and/or Contacts sections on the Level 1 records (if the Contacts/Accounts Standard Fields have been enabled).
::* ''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. Similarly the Level 3 list view applies to the Level 3s listed at the bottom of a Level 2 record.''::* If '''Display as Tab''' has been enabled for a Level 2 [[Type ]] you can customize the '''List View ''' for the items listed on that tab:.::* If you use the same Tab Label for more than one Level 2 [[Type ]] (thus grouping multiple Types onto the same Tab) it will also use the '''List View ''' configured on the Settings page, the same List View as the '''Other Level 2 Types''' tab.
* Within most other [[Applications]] you can set the '''List View''' via the '''Settings''' page.
::''Some list views contain special items and cannot be configured, such as the list of Applicants on an Opportunity within [[Sales Tracking]].''
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