Versions Compared

Version Old Version 7 New Version 8
Changes made by

Dakota Martin

Dakota Martin

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

If you have administrative permission then you can create any number of custom lists. The custom lists can include the standard list columns as well as columns for any custom data elements that have been defined for the various matter types. https://www.youtube.com/watch?v=vGd9igxXlW0

...

Help Center Resources

Custom List Views - Filters and Copy

https://actionstep.zendesk.com/hc/en-us/articles/360056219274-Custom-List-Views-Filters-and-Copy-

How to Change List-View Rows Per Page

https://actionstep.zendesk.com/hc/en-us/articles/360056607374-How-to-Change-List-View-Rows-Per-Page

Filters

https://actionstep.zendesk.com/hc/en-us/articles/360001001667-Filters

Data Source: Action

https://actionstep.zendesk.com/hc/en-us/articles/360056058813-Data-Source-Action

Data Source: Action Participant

https://actionstep.zendesk.com/hc/en-us/articles/360054271914-Data-Source-Action-Participant

Data Source: Single Row Custom Action Data

https://actionstep.zendesk.com/hc/en-us/articles/360055721273-Data-Source-Single-Row-Custom-Action-Field

Data Source: Multi-Row Custom Action Data

https://actionstep.zendesk.com/hc/en-us/articles/360053898813-Data-Source-Multi-Row-Custom-Action-Data

Data Source: Task

https://actionstep.zendesk.com/hc/en-us/articles/360052744454-Data-Source-Task

Data Source: Sale/Purchase Data

https://actionstep.zendesk.com/hc/en-us/articles/360053530953-Data-Source-Sale-Purchase-Data

Data Source: Trust Balances

https://actionstep.zendesk.com/hc/en-us/articles/360054272354-Data-Source-trust-Balances

Data Source: Step Change Information (1 row per action)

https://actionstep.zendesk.com/hc/en-us/articles/360055723673-Data-Source-Step-Change-Information-1-row-per-action-

Data Source: Next occurring date in a set of data fields (1 row per action)

https://actionstep.zendesk.com/hc/en-us/articles/360053977413-Data-Source-Next-occurring-date-in-a-set-of-data-fields-1-row-per-action-

Additional Videos


Hands-on

  •  Create Matter custom list view.
  •  Create Time Entry custom list view.
  •  Create Task custom list view.
  •  Create Expense/Disbursement custom list view.
  •  Create Contact custom list view.
  •  Create Appointment custom list view.

...