Grid settings

Most any table lists in ChannelCRM are customizable. You are probably familiar with the customization techniques since they are common throughout  well known Windows applications such as Outlook or Excel.

Column Width

Can be regulated by pulling in the thin line between the individual columns in the Column Title Row. You can also right click on the title and choose Best fit or Best fit (all columns)

Sorting

When you click on the Column Title the grid will automatically be sorted after the content of this column. A new click reverses the sort. If you whish to sort on more than one column you may do so by holding down the Shift Key while clicking on the second and subsequent sorting columns.

Filtering

By filtering we mean that the table or grid is changed to show only rows satisfying specific criteria. Use the tiny funnel in the column title to define the criteria on a single value or right click and choose Custom to obtain access to a wealth of criteria. If a table is filtered it will be shown in the bottom line of the table. The filter in use is shown and you can access the filter and edit it there.

Grouping

If a grouping box is visible above the table you may group the table by drag dropping the column title to the grouping box. If there is no grouping box visible you may right click on the column title and choose Group by Box or Group by this Column from the menu

Choosing Fields

If you right click on column title you can select menu item Column Chooser. Hereby a msall dialgue opens that lets you drag and drop columns to and from the column chooser (to either activate them in the table or remove them from the table).

Page url: http://www.channelcrm.net/us/index.html?net_customizetables.htm