Administrator Guide

7. Advanced Settings (Primary List)

The Settings listed here are used within all basic Flex lists for CRM and SRM Templates. When creating a new Custom list review these settings to see which may apply to your situation and requirements.

The majority of Settings, outside of those listed in this section, are specific to certain types of lists, such as People lists, Calendar lists, Document lists, Task lists, Sales lists, etc., or are specific to certain types of functions, such as Cascading fields, Exporting to Outlook, Searching, Connection management, etc. These types of Settings can be found in their specific sections in this Guide, such as Contacts List Features, Opportunities List Features or Tasks List Features.

Additionally, specific sections such as Configurable Features, Connection Relationships, Documents & Templates and Wizard, etc. will contain Settings that are specific to those feature sets.

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