List Dashboard **

List Dashboards are lists of data that are used in recurring projects. These lists contain a constant key field that is used to match with existing or new databases.

  • Client - this drop down field allows lists to be sorted by specific clients
  • Name Search - can be used to search for a specific list by list name or tag
  • New List - used to create a new list
  • Edit - used to edit an existing list
  • Delete - used to delete an existing list
  • Show Inactive - will display all inactive lists
  • Show Entries - choose how many records are displayed on each page
  • Client Name - the name of the client that the list was created for
  • List Name - the name or description of the list
  • Active - denotes by the check box if a list is active or inactive
  • PC - the project count which displays the number of projects a list has been used on
  • RC - the record count which displays how many records are in a list
  • Records - each list contains a hyperlink under records that will direct the user to the Records page
  • Filters - each list contains a hyperlink under Filters that will direct the user tot he Filters page
  • Created - the date the list was created
  • Updated - the date that the list was last updated
  • Key Field - the field used as the key field to match with existing or new databases
  • Email Field - displays which data column contains email addresses
  • First Name Field - displays which data column contains first names
  • Last Name Field - displays which data column contains last names
  • Phone Field - displays which data column contains phone numbers