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:: [[File:Enable export.png|500px|border]]
: :* '''Update Status After Export: '''Each exported record will be updated to the specific status. :* '''Trigger Workflow After Export: '''Each exported record will trigger the specified workflow. :** For more information: [[Workflows Overview]] ::: [[File:Excel export settings.png|550px|border]] :
In the next sections of the Export page, you can customize the settings for exporting to Excel.
'''Note: '''Excel exportation will ''not'' maintain personalized formatting done on the '''Columns '''tab, including for instance colour formatting, line breaks where different fields have been included in one cell, and so on.
:* If you would like more information on '''MS Excel Settings, '''see [[Positioning Exported List View Results in your Excel Spreadsheet]]:* '''MS Word Settings: '''Enter semicolon-delimited list of [[Custom Field Type: Special - MS Word Merge|MS Word Merge field names]] (''fieldname1;fieldname2;fieldname3'')
'''Custom Export Settings:'''
{| class="contenttablewikitable"
|-
||'''Custom Export Setting'''
The quick edit tab allows you to enable particular fields for [[Quick Edit]], allowing users using the list view to edit fields on a record directly.
::: [[File:Quick edit for list viw.png|450px|border]]:
==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be [[Configuring List Views|configured]] for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[User & Contact Settings |User & Contact Settings ]] and [[Company & Account Settings|Company & Account Settings]], respectively.
==List Views in a Universal Tracking Application==
:* Within the [[Universal Tracking Application]], the Settings page allows you to [[Configuring List Views|define]] the list view for [[Level 1 Entity|Level 1]], [[Level 2 Entity|Level 2]] and [[Level 3 Entity|Level 3]] records, 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.
[[File:L2ListViewOnAL1.png|thumb|right|link=|150px|Example of list view of associated Level 2s at bottom of Level 1 record.]]
:* Similarly the Level 3 list view applies also to the Level 3s listed at the bottom of a Level 2 record.
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