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Contact List View

1,067 bytes added, 18:04, 20 December 2013
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''Contact List Views'' determine the fields that can be see__TOC__==Definition==
[[Image: Contactslistview1''Contact List Views'' determine the fields that are shown in the columns of an ordered list of contact records.png]]
[[Image: Contactslistview1.png|link=|500px]]
* 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 {{UTA}}, the lists of contacts visible on a records can also be configured:
# Go to the [[UTA Settings Page|Settings tab]] within the {{UTA}}.
# 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]]:
:[[Image:UTAContactListView.png|link=|500px]]
 
Note: If the ''Contact List View'' hyperlink is not visible in the {{l2}} settings section:
# Go to the [[UTA_Settings_-_Entity|Entity Tab]] of the settings page.
# In the [[UTA_Settings_-_Entity#Level_2_Settings|Level Two settings section]], select "Use multiple Contact list for level 2."
# This will enable you to assign multiple contacts to a {{l2}} record.
==See Also==
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