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 |
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| Leads |
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| Accounts |
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| Contacts |
|
|
| Potentials |
|
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| Activities |
|
|
| Forecasts |
|
|
| Cases |
|
|
| Solutions |
|
|
| Products |
|
|
| Price Books | All Price Books | |
| Quotes |
|
|
| Vendors |
|
|
| Sales Orders |
|
|
| Purchase Orders |
|
|
| Invoices |
|
In the Specify Criteria section you can specify the matching criteria.
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.
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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