Managing list view layout for a function

  1. Select Functions. The Event calendar page is displayed.
  2. Expand List Views in the Toolbar section.
  3. Click Functions. The Function List page is displayed.
  4. Click Manage View. The Manage List View Layout page is displayed.
  5. Select a name of the folder to which the column is to be added.
  6. Specify a name of the list view for which the column is to be added.
  7. Select the Limit to User Is Salesperson check box to filter the list for viewing only data of the user viewing the list.
    Note: The data is displayed only if the user using that list view is listed as the Salesperson.
  8. Select the Limit to User Is Owner check box to filter the list for viewing only data of the user viewing the list.
    Note: The data is displayed only if the user using that list view is listed as the Owner.
  9. Search for the name of the columns that you require to add from the Available Column section to the Selected Column section.
    Note: You can select the Has Attachment column by expanding Functions in the Available Column section and add the column name to the Selected Column section. This column is displayed in the Function List page.
  10. Specify this information in theAdd/Edit Filters section:
    List View Column
    The name of the column that you require to add.
    Comparator
    The comparator determines the process of evaluating the values in the filter..
    Value
    The selected value is compared.
    Note: You can add additional filter fields, using the Add Filter option.
  11. Click Save.