Modify window layout

A number of windows in ChannelCRM are modifiable to ensure an optimal match to your needs. (To modify/customize windows in ChannelCRM is regulated by user settings - see under Administration how.)

To modify a window (company, contact, project or activity), you will right click with the mouse pointer above an empty space in the window. In the contact menu you choose Customize layout.

Doing so will open a small dialog and enable a number of context (right mouse-click) menus:

•	All fields - or groups of fields - can be dragged to the Customize dialog and thereby hidden.

•	Fields - or groups - in the Customize dialog can be dragged into the form and placed for best usability.

•	All fields - or groups - can be moved around and resized.

A right mouse-click on a field or group enables:

•	Re-naming field captions

•	Grouping/ungrouping.

•	Insertion of empty-space items (to ensure a trimmed layout).

Your modification will be saved automatically when closing the Customize dialog. Before doing so it's possible to save the modified layout to a file. Use such files as undo-points in case you want to get back to past layouts. The files can also be used for ChannelCRM clients on other pc's.

The scope of customization is quite wide. As an example you can combine two tabs into one.

You always have the option to revert to standard layout. Either the one shipped with ChannelCRM or the one chosen as standard at your site (in case a global layout is present.)

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