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Home > Impact Suite > Settings and Options > Options > Columns

Columns

The Columns tab lets you display show total rows and manage your layouts


Create a new layout
1. Click the Create Layout button
2. Enter the name
3. Click the Save button

Edit a layout
1. Highlight the layout to edit
2. Move columns from/to the available columns/show these columns in this order lists
To add columns from a parent or ACT entity check the check boxes between the lists.

Remove a layout
1. Highlight the layout to edit
2. Click the Remove Layout button

Duplicate a layout
1. Highlight the layout to edit
2. Click the Duplicate Layout button

The Refresh Captions button will sync up the column names with the ACT fields

Clicking Contact, Company, Group, Opportunity and Parent will allow fields from those tables to be added to the layouts.

Show Columns when unchecked will hide the list view for the custom table.
Show Completed will show entries that have been marked completed
Show Private will show entries that are private
Show one row per record will combine a record that is attached to multiple ACT entities into one row
Show 'Filter Row' will show the filter row above the list to filter each column
Disable panel drag and drop when checked will now allow the column headers to be dragged off the view to remove them.


See also



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Article ID:
columns
Views: 273
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:15 PM
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