When clicking on a module name a Default view is displayed that summarises the content in the module. These views can be altered according to internal preferences by customising the view, this may include adding or removing fields, re-ordering the columns or changing the sort options.
When a view is created as a default, it will be applicable only to the user currently logged into the system.
View the video or follow the article steps to customise a module view.
It is possible to create a variety of views, then using the views drop-down easily switch between each view.
In this article the Jobs module will be used to demonstrate how to change the view.
1. Click the Jobs module.
2. The Default View will be displayed, click the Edit/Add link.
The options will be displayed as indicated and summarised in the table below.
❶ | Step 1 - Select the Columns for the View | Columns to add/remove to the new view can be selected, additionally the four-pronged arrows can be used to click and drag the items into the preferred order of appearance. |
❷ | Step 2 - Specify Records | Select if the view is to apply to Live or archived records, added options will be available if Search by the following criteria is selected. |
❸ | Step 3 - Sorting Options | Specify a Sort By column and the sort order (Ascending or Descending). |
❹ | Step 4 - Save this View for Future Use | Save the view to the Master list so that you can easily switch between the views as required. |
Alternatively refer to the instructions below for further information.
3. To change the columns displayed, under Step 1, tick selections from the Available Columns, then use the right pointing selection arrows to move to Selected Columns.
Note: Marking items in Selected Columns and clicking the left pointing arrows will remove the columns from the view.
4. To Re-order the Selected Columns, hover on the desired Heading label (over the 4-pronged arrow), then using a click & drag technique, re position as desired, a grey arrow will indicate the new location.
In the example below, Job Title has been selected and moved upwards.
5. Under Step 2, specify the type of records to display in the view, options available include Live, Archived or All.
When the additional setting Search by the following criteria is selected, further filtering can be applied.
For example, you may like to add a filter to display the details of a regular customer, in the example the customer name must equal to "Care Homes Inc" and therefore the system will search for an exact match for the customer name "Care Homes Inc.
6. Under Step 3, select the column to Sort By, and the Direction.
7. To save the view, enter a name and if desired mark the option Set this view as my default, then click either Save & Update or Save as New View.
If you have any further questions, please contact Support.