Changes

:: [[File:ChangeListViews.png|300px|border]] 

Below are examples of what Organizations and Users List Views look like. 

'''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. 

:: {{Icon-Menu}}

Under the heading '''Organizations, '''select '''People '''for a list view of users, and '''Organizations '''for a list view of organizations. 

3. Under the heading of either '''Organizations '''or '''Users, '''scroll down to '''List View Settings. '''

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. 

[[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? '''