Outlook Lists: Difference between revisions
From Accelerator for SageCRM
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Default list length is 20 | Default list length is 20 | ||
The Lists are filtered based on the context. For example with opportunity lists if you are in a company context then the "oppo_primarycompanyid" is used to filter. If you are on a person however "oppo_primarypersonid" is used (and so only displays opportunities for that person and not for the company). | |||
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<add key="opportunity_CustomListFilter" value=""/> | <add key="opportunity_CustomListFilter" value=""/> | ||
- The max number of items to show in the listing view | |||
<add key="opportunity_ListLength" value="20"/> | |||
- The view used to query the data | |||
<add key="opportunity_summaryview" value="vCRMTogetherOpportunity"/> | |||
Revision as of 15:13, 13 April 2016
Lists are displayed behind the menu (image)buttons
EG Oppo list
- clicking on the entity icon will bring you into the summary for that entity
Default list length is 20
The Lists are filtered based on the context. For example with opportunity lists if you are in a company context then the "oppo_primarycompanyid" is used to filter. If you are on a person however "oppo_primarypersonid" is used (and so only displays opportunities for that person and not for the company).
Settings for customisation
- List Length
<add key="opportunity_ListLength" value="20"/>
- Custom filter (option to add in a custom filter - used to hide closed or lost oppos for example)
<add key="opportunity_CustomListFilter" value=""/>
- The max number of items to show in the listing view
<add key="opportunity_ListLength" value="20"/>
- The view used to query the data
<add key="opportunity_summaryview" value="vCRMTogetherOpportunity"/>
