2,299
edits
Changes
no edit summary
7. Click '''Save. '''
For [[Level 2 Entity|Level 2 Entities]] (and Level 3 or higher), this feature can be enabled following the same process. Simply click onto the next tab, which will be labelled differently depending on your UTA.
=====Sending a Group Email=====
Once you have enabled Group Email permissions either on a specific UTA or for specific roles for Organizations and Users List Views, the group email icon should now appear when you access that list view.
:: [[File:group email icon.png|border]]
If no records are specifically checked, the system will assume this function should apply for all records.
:: [[File:Group email template.png|800px|border]]
Here, you can modify the template, From Address, CC Email Address, Subject, and Attachment. You can also modify more advanced options for the group email, including whether you would like to save the email as an Event, whether you want to add unique recipients, and whether you want the formatting for the email body to be in HTML or plain text. The preview will appear below.
==Contact and Company List Views==
[[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.
: <span id="bs_comment:@@@CMT0@@@" class="mceNonEditable comment" data-bs-type="comment" data-bs-id="0"> If Display as Tab has been enabled for a Level 2 Type you can personalize 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 When viewing the list of Contacts you can set the List View by clicking on the Edit View tab br 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) </span>
<br data-attributes="%20/">{{ ListViewFooter }}
==Using Reports vs List Views==
'''When is it appropriate to use a List View, and when is it appropriate to build a report? '''
:* You need an OData connection or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]]
'''Notes: '''
:* [[:Category:Reports|Reports]] are more sensitive:
:** only 5 criteria are permitted compared to limitless criteria on a List View
