Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The default display for all the modules are configured as the Module's Main List and Context List.  This is

These are system generated via the Customize module function.  The administrator is the only one who can change the layout of these lists.  They cannot be deleted but can be renamed as per preference.

The Main List consists of the top-level lists:  All ..., Recently viewed..., My .... 

The Context List is shown on the Related Tab for each record.

How to Update the Main List or the Context List

1.  From any module, click Customize Module button from the List or inside a record.

2.  Click on the Main List tab or the Context List tab

3. To add a new field,

a.  Click Main List Fields or Context List Fields drop-down and select a field.   Field is added at the bottom.

4. To remove a field,

a.  Click the "x" icon beside the field to be removed.  Field is removed from the list.

5.  Drag and drop to desired column position on the form.

6. Click   Click Save.  Changes will not yet be reflected on the form.  Or,list.  You may apply later.

7.  Click Apply Changes.  Changes will be reflected on the Main list and on the Context list and published to all users.






Related Pages

Filter by label (Content by label)
showLabelsfalse
max10
spacesICRM
showSpacefalse
sorttitle
typepage
cqllabel in ("userguide","adminguide") and type = "page" and space in ("EmpowerCRM",currentSpace())
labelsdocumentation-space-sample

Search this Product

Live Search
spaceKeyEmpowerCRM
additionalnone
placeholderType word to search
typepage