Setting the Level 1 Field Order

From SmartWiki

Once you have selected the fields to be displayed you can reorder the fields in the list view, and if required, create a formatting template specifically for this list view.

1. Click the Set Order button.

The Data Column Order and Sorting window is displayed.

To change the Display order:

• Click on the required field in the left panel.
• Use the Up and Down arrows to move the field.
• Once complete, click the Save button.

To change the Sort order:

• Choose the first field you wish to order by in the right field combo box.
• Select Ascending or Descending in the Order combo box.
• If required, repeat this process for a second and third field.

Setting the Contract List View Order

1. Reorder the fields as shown below:

2. Set the Sort order as shown below:

The contract list will be sorted ascending based on the from date and within the from date sorted by template type.

3. Click the Save button.

4. Click the Contracts tab.

The list view for the Level 1 item is displayed.

• The column headings are defined by the list view fields, and the order you selected.

5. Click on either of the Type values.

The contract is displayed.

The tab list displays the following items:

• New Activity – Create a Level 2 activity associated with this Level 1 activity.
• Copy Contract – Create a copy of this Level 1 item.
• New Email – Create an email message that will be stored as a Level 2 activity.
• Edit – Edit this Level 1 item.
• Forms – Review forms associated with the Level 1 item or complete a new form.
• Contract Chart – Display a chart of the Level 1 item and all associated Level 2 and Level 3 activities.
• Print Preview – Display a printable version of the Level 1 item, associated Level 2 list and any notes.
• Show/Hide Notes – Display or hide the notes panel.

The Contract Contacts section is also displayed. You use this area to associate people with the Level 1 item.