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List View Overview

1 byte removed, 14:27, 12 June 2019
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:: [[File:Feature n function permissions.png|500px|border]]
 5. The ability to enable batch update for certain roles should appear as the first line. Click into the text box in order to look up which roles in the system you would like to make the Batch Update functionality available to. Remember, best practice is to only make this function available to [[Global User Administrator|System Administrators]]. 
 
:: [[File:Enable batch update permission.png|350px|border]]
 6. Click '''Save.'''
:: {{Icon-Menu}}
 
2. Under the heading '''Configuration,''' select '''Global Settings'''.
3. Under the tab '''Security,''' select '''System Feature Permissions'''.
 
:: [[File:Sys feature permissions.png|600px|bordfer]]
4. The Enable Batch Update option should be listed first.
4. The Enable Batch Update option should be listed first.
:: [[File:Enable batch update permission.png|350px|border]]
 
Click into the text box in order to look up which roles in the system you would like to make the Batch Update functionality available to. Best practice is to make this function only available to System Administrators.
6. Click '''Save'''.
 
==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 [[bs://User <span class=|&%20Contact%20Settings%20" href="bs://User%20&%20Contact%20Settings%20" data-mce-href="User%20&%20Contact%20Settings%20" data-bs-type="internal_link" data-bs-wikitext="User%20&%20Contact%20Settings%20%7CUser%20&%20Contact%20Settings%20">User & Contact Settings ]] and [[bs://Company <span class=|&%20Account%20Settings" href="bs://Company%20&%20Account%20Settings" data-mce-href="Company%20&%20Account%20Settings" data-bs-type="internal_link" data-bs-wikitext="Company%20&%20Account%20Settings%7CCompany%20&%20Account%20Settings">Company & Account Settings]], respectively.
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