Outlook Lists

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).

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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"/>