Managing List Views

Managing List Views

Chapter <>: Managing List Views

List Views are useful for displaying customer specific data according to your business requirements. For example, you may be interested to follow-up the leads created during last one week or overdue tasks as of today. The best way to handle this kind of scenario is first filter the records from customer data bank and then perform all the necessary operations on records. You can also use the List Views for changing record owners to another user, delete records, send e-mail in bulk.

Note: User created list views are displayed under User Created Views category in View drop-down list.

List of Standard List Views

In the <Module>: Home page, under the Account List section, you need to select the required list view from the View drop-down list. The following table provides descriptions of the various drop-down list values in View drop-down list.

Module Standard List Views Recent Views

Campaigns
  • All Campaigns
  • All Active Campaigns
  • My Active Campaigns

 

Leads
  • All Open Leads
  • My Leads
  • Toady's Leads
  • Converted Leads
  • Recently Created Leads
  • Recently Modified Leads
  • Recently Viewed Leads

Accounts
  • All Accounts
  • My Accounts
  • New This Week
  • New Last Week
  • Recently Created Accounts
  • Recently Modified Accounts
  • Recently Viewed Accounts

Contacts
  • All Contacts
  • My Contacts
  • New This Week
  • New Last Week
  • All Contacts
  • My Contacts
  • New This Week
  • New Last Week

Potentials
  • All Potentials
  • My Potentials
  • New This Week
  • New Last Week
  • Closing This Month
  • Closing Next Month
  • Recently Created Potentials
  • Recently Modified Potentials
  • Recently Viewed Potentials

Activities
  • All Activities
  • Tasks
    • All Tasks
    • Open Tasks
    • My Tasks
    • Overdue Tasks
    • Today Tasks
  • Events
    • All Events
    • My Events
    • Today Events
    • This Week Events

 

Forecasts
  • All Forecasts
  • My Forecasts

 
Cases
  • All Cases
  • My Cases
  • Today Cases
  • Open Cases
  • Closed Cases
  • Escalated Cases
  
Solutions

 

  • All Solutions
  • My Solutions
  • Published Solutions
  
Products
  • All
  • My
  • Active
  
Price Books All Price Books  
Quotes
  • All Quotes
  • My Quotes
  
Vendors
  • All Vendor
  • My Vendors
  
Sales Orders
  • All Sales Orders
  • My Sales Orders
  
Purchase Orders
  • All Purchase Orders
  • My Purchase Orders
  

Invoices
  • All Invoices
  • My Invoices
  

Specifying List View Criteria

In the Specify Criteria section you can specify the matching criteria.

  • You can specify only single criteria in each row.
  • Specify the numbers without commas. For example, specify 15,000 as 15000. If you
  • You cannot add custom view criteria for Boolean values. Currently checkbook fields are not supported.
  • For drop-down list fields, use the exact field value, otherwise custom view will not be created.
  • If you select the None option, custom view will not be created.
  • For a better performance it is better to select less than 20 rows in matching criteria.

Selecting List View Columns

In the Choose Columns section, select the columns to be displayed in the List View from the Available Columns list box. After selecting the columns you can change the order of the columns and remove unnecessary columns from the Selected Columns list box.

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Note: It is better to select less than 10 columns to avoid horizontal scrolling in List View.

Enabling Access List View

In the Accessibility Details section, enable the list view for users. You can enable the list view for all the users, user creating the view, or selected users. To enable list view for some of the users, select the users from the Available Users list box. In the Available Users list box you can select the users or roles to whom the list view has to be displayed.

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