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List View Overview

13 bytes added, 18:53, 9 April 2013
List Views in a Universal Tracking Application
==List Views in a Universal Tracking Application==
* Within the [[Universal Tracking Application]] , the '''Settings''' page allows you to define the list view for [[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] and [[Level 3 Entity|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 also 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.
::[[Image:Editviewimage.png]]
:'''Note:''' changes here will affect the Contacts List View throughout [[SmartSimple]] (UTA Contacts Tab, Search People, Sales Tracking, etc.)
 
 
as well as the Accounts and/or Contacts sections on the Level 1 records (if the Contacts/Accounts Standard Fields have been enabled)-->
==See Also==
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