Configure the View List and Search List pages
To enable field marketers to review the lists, you must format and configure the View List and Search List pages. The following guidelines describe the general changes that you must make to the View List and Search List configuration files.
Configuring the database connection
Edit the listmanager_tables.xml file, in the conf directory under your Collaborate installation, as follows:
- Define the data source containing your customer tables.
- Define the tables that you want to access.
- Define the columns in the tables that you want to display on the View List page.
Configuring the View List page
Edit the listmanager_list.xml file, in the conf directory under your Collaborate installation, as follows:
- Define the type of data views with the List element.
- Define the data that appears in each view.
- Define the sort order of each view.
- Define an application to display customer details.
Configuring the List Search page
Edit the listmanager_searchScreens.xml file, in the conf directory under your Collaborate installation, as follows:
- Define the available search criteria.
- Define the way Collaborate displays the results.