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:: [[File:ChangeListViews.png|300px|border]]
===Organizations and Users List Views ===
Below are examples of what Organizations and Users List Views look like.
:: [[File:PeopleList.png|border]]
'''Above: '''A list of all the users in the SmartSimple system.
:: [[File:Organization List.png|800px|border]]
'''Above: '''A list of all the organizations in the SmartSimple system.
List views of both users and of organizations can be accessed from the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
Under the heading '''Organizations, '''select '''People '''for a list view of users, and '''Organizations '''for a list view of organizations.
To configure the list views of users and organizations, follow these steps:
1. Click the 9-square menu icon on the top right of your page.
2. Under the heading '''Configuration, '''select '''Global Settings.'''
3. Under the heading of either '''Organizations '''or '''Users, '''scroll down to '''List View Settings. '''
==='''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, Level 2, and Level 3 records, as well as the Accounts and/or Contacts section on the Level 1 records if the Contacts/Accounts [[Standard Fields]] have been enabled.
* '''Note: '''The List View defined for Level 2 will apply both to the list view on the Level 2 tab and to the list of associated Level 2s at the bottom of a Level 1 record, if shown. This will appear similarly for the Level 3 list view that is listed at the bottom of a Level 2 record.
===Configuring List Views===
The menu for configuring list views is displayed at the top of the page with different tabs:
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.
==List Views in a Universal Tracking Application==
[[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? '''
