Overview
Listwiews are a key feature in Convergence and in Salesforce more generally. Listviews display a list of records for a given object, for example : all your Visit Minutes.
Table of content
Where are Listviews ?
Listviews are accessible on any tab. Just click on one tab and choose which Listview you want to display.
In this example, the tab "CSR Assessments" is open and the Listview "All expired CSR within next 12 month" is selected.
Click on the Listview to display it.
In this example, the displayed Listview is "All expired CSR within next 12 month"
General navigation
To sort a Listview, just click on any column header.
In this example, the Listview is sorted by Account name (notice the black arrow in the column header).
Feel free to resize any column by moving the column header left or right border. The new size of the column will remain, but only for your Salesforce account.
Search function
Pages
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