Customization FAQ - Revision history

Dina at 08:07, 8 July 2020

2020-07-08T08:07:01Z

Reno at 17:53, 28 October 2009

2009-10-28T17:53:16Z

← Older revision		Revision as of 17:53, 28 October 2009
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	*[[Customization]]		*[[Customization]]

	~~[[Category:KB\|FAQ]]~~
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Customization]]		[[Category:Customization]]
	__NOTOC__		__NOTOC__

Reno at 15:44, 28 October 2009

2009-10-28T15:44:05Z

← Older revision		Revision as of 15:44, 28 October 2009
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	{{faq}}		{{faq}}

			===Getting Started===
	*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]		*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]
	*[[Customization FAQ#When I update CommitCRM, will all my customizations be preserved?\|When I update CommitCRM, will all my customizations be preserved?]]		*[[Customization FAQ#When I update CommitCRM, will all my customizations be preserved?\|When I update CommitCRM, will all my customizations be preserved?]]
	*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]		*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]
			*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]
			*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
			*[[Customization FAQ#How can I customize CommitCRM reports?\|How can I customize CommitCRM reports?]]
			*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
			*[[Customization FAQ#How can I embed my company logo in CommitCRM reports?\|How can I embed my company logo in CommitCRM reports?]]

			===Advanced Use===
	*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]		*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]
	*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]		*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]
	*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]
	*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]		*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]
	*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
	*[[Customization FAQ#Can I customize field settings in CommitCRM?\|Can I customize field settings in CommitCRM?]]		*[[Customization FAQ#Can I customize field settings in CommitCRM?\|Can I customize field settings in CommitCRM?]]
	*[[Customization FAQ#How can I customize CommitCRM reports?\|How can I customize CommitCRM reports?]]
	*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]		*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]
	*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
	*[[Customization FAQ#How can I embed my company logo in CommitCRM reports?\|How can I embed my company logo in CommitCRM reports?]]		<br>
	*[[Customization FAQ#See Also\|See Also]]		*[[Customization FAQ#See Also\|See Also]]
			----

	===Is the system customizable?===		===Is the system customizable?===
Line 100:		Line 105:
	*[[Customization]]		*[[Customization]]

			[[Category:KB\|FAQ]]
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Customization]]		[[Category:Customization]]
	__NOTOC__		__NOTOC__

Yarden at 08:22, 13 August 2009

2009-08-13T08:22:48Z

← Older revision		Revision as of 08:22, 13 August 2009
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			{{faq}}

	*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]		*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]
	*[[Customization FAQ#When I update CommitCRM, will all my customizations be preserved?\|When I update CommitCRM, will all my customizations be preserved?]]		*[[Customization FAQ#When I update CommitCRM, will all my customizations be preserved?\|When I update CommitCRM, will all my customizations be preserved?]]

Yarden at 08:57, 10 August 2009

2009-08-10T08:57:27Z

Yarden at 08:10, 9 August 2009

2009-08-09T08:10:08Z

← Older revision		Revision as of 08:10, 9 August 2009
Line 100:		Line 100:
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Customization]]		[[Category:Customization]]
			__NOTOC__

Yarden: /* See Also */

2009-08-09T08:08:07Z

Yarden at 08:07, 9 August 2009

2009-08-09T08:07:34Z

← Older revision		Revision as of 08:07, 9 August 2009
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			*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]
			*[[Customization FAQ#When I update Commit, will all my customizations be preserved?\|When I update Commit, will all my customizations be preserved?]]
			*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]
			*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]
			*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]
			*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]
			*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]
			*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
			*[[Customization FAQ#Can I customize field settings in Commit?\|Can I customize field settings in Commit?]]
			*[[Customization FAQ#How can I customize Commit reports?\|How can I customize Commit reports?]]
			*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]
			*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
			*[[Customization FAQ#How can I embed my company logo in Commit reports?\|How can I embed my company logo in Commit reports?]]
			*[[Customization FAQ#See Also\|See Also]]


	===Is the system customizable?===		===Is the system customizable?===
	The system is customizable. You can customize reports, rename field labels, create new tabs and new data fields, manage values for drop down lists etc.		The system is customizable. You can customize reports, rename field labels, create new tabs and new data fields, manage values for drop down lists etc.

Yarden: Created page with '===Is the system customizable?=== The system is customizable. You can customize reports, rename field labels, create new tabs and new data fields, manage values for drop down lis…'

2009-08-09T08:05:20Z

Created page with '===Is the system customizable?=== The system is customizable. You can customize reports, rename field labels, create new tabs and new data fields, manage values for drop down lis…'

New page

===Is the system customizable?===
The system is customizable. You can customize reports, rename field labels, create new tabs and new data fields, manage values for drop down lists etc.

===When I update Commit, will all my customizations be preserved?===
All your data and customization settings are preserved after any updates are applied to Commit.

===How do I rename fields?===
An administrator can change field labels by double-clicking on the field label. This opens a window, where the field name and field display label can be changed.

===Are there predefined custom fields?===
Yes. There are existing fields labeled Field which can be used as you see fit (you can also rename their label to your needs).

===Can I create a new custom tab with my own custom data fields?===
Yes. In the Accounts/Tickets/Contracts windows select Accounts/Tickets/Contracts > Tools > Tab Management, create a new tab and then go to Tools > Fields Management to create new fields for your new page.

<u>Note:</u> When prompted to select a subject, create one and continue. This subject can then be selected when you are creating your other custom data fields.

===Is it possible to customize the default system tabs?===
You can customize tabs that you have added by designing its layout and moving the data fields.

System tabs cannot be customized. However, you can create a custom tab and add existing system data fields (together with new ones) to it, which achieves similar results to customizing system tabs. After designing the new tab you can remove the original system tab from the display by using the Tab Management window at Tools > Tab Management.

Please note that the 'General' tab cannot be removed from the display.

===Is there a limit on how many custom fields I can create?===
You can create as many new tabs as needed and create as many new fields as needed. You can also design the layout of the tab page as best suits your needs.

===Can I edit existing drop down value lists?===
Yes. You can edit drop down lists and add or modify values. To add or modify values, select '''[edit list...]''' from the drop down list.

===Can I customize field settings in Commit?===
Yes, you can customize the following field settings:

*The Name of the fields as displayed throughout the system where a field name is displayed
*The field Label and Hint
*The field title on data grids/tables – Column Title
*The default value for new records
*The drop-down list that will be displayed for drop-down selection list fields
*Enabling the field to be updated in batch update (Accounts fields only)
*Enabling lists to be sorted by this field

To modify the field settings, log in to Commit as an Administrator, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.

===How can I customize Commit reports?===
To customize Commit reports, open the Reports window, select the report you want to customize, select '''Copy''' from the toolbar and enter your new report name. The copied report will be selected. Select the '''Design''' button from the toolbar, and the report designer will open.

Design the report layout and save.

===How Can I add new data fields and labels to a report?===
To add new data field to a custom report, select a '''DBText''' button from the report designer toolbar and place it where desired in the report layout. With the newly created field selected, select the appropriate Data Field from the drop down list on the toolbar, which is located on the upper left corner.

If you want to add a Title, select the '''Label''' button from the toolbar, place it on the report and write the title in the text area on the windows toolbar, which is located on the upper left corner as well.

===Where Can I find the customized reports?===
All customized reports are listed under the same report categories once the Custom Reports radio button has been selected on the Reports window.

===How can I embed my company logo in Commit reports?===
You can set/modify a textual header (with your company name, etc.) for all reports at once by selecting Tools > Options… from the main menu. In the Options window, go to the Reports tab and click on Edit Header.

You can brand Commit reports with a customized image logo by customizing the reports.

To customize Commit reports, open the Reports windows and select a report you would like to customize. From the Reports menu, select Copy and choose a name for your new report. Check that the copied report is selected, and select Edit from the Reports menu. The report designer opens.

In order to allow an image to be displayed in the header, you need to disable the textual header. To do so, move all the fields located above the Header title/band to below the Header title. Right-click the Header title and unmark the Visible option.

To add an image to the report, click on the image button on the toolbar and draw a rectangle beneath the Header section. Right-click on the rectangle you have drawn and select Picture... > Load... and select your logo image file. (Please note that your logo needs to be saved as a ".bmp" file.) Save your changes.

==See Also==
Customization

[[Category:FAQ]]
[[Category:Customization]]

← Older revision		Revision as of 15:44, 28 October 2009
Line 1:		Line 1:
	{{faq}}		{{faq}}

			===Getting Started===
	*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]		*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]
	*[[Customization FAQ#When I update CommitCRM, will all my customizations be preserved?\|When I update CommitCRM, will all my customizations be preserved?]]		*[[Customization FAQ#When I update CommitCRM, will all my customizations be preserved?\|When I update CommitCRM, will all my customizations be preserved?]]
	*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]		*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]
			*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]
			*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
			*[[Customization FAQ#How can I customize CommitCRM reports?\|How can I customize CommitCRM reports?]]
			*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
			*[[Customization FAQ#How can I embed my company logo in CommitCRM reports?\|How can I embed my company logo in CommitCRM reports?]]

			===Advanced Use===
	*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]		*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]
	*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]		*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]
	*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]
	*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]		*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]
	*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
	*[[Customization FAQ#Can I customize field settings in CommitCRM?\|Can I customize field settings in CommitCRM?]]		*[[Customization FAQ#Can I customize field settings in CommitCRM?\|Can I customize field settings in CommitCRM?]]
	*[[Customization FAQ#How can I customize CommitCRM reports?\|How can I customize CommitCRM reports?]]
	*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]		*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]
	*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
	*[[Customization FAQ#How can I embed my company logo in CommitCRM reports?\|How can I embed my company logo in CommitCRM reports?]]		<br>
	*[[Customization FAQ#See Also\|See Also]]		*[[Customization FAQ#See Also\|See Also]]
			----

	===Is the system customizable?===		===Is the system customizable?===
Line 100:		Line 105:
	*[[Customization]]		*[[Customization]]

			[[Category:KB\|FAQ]]
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Customization]]		[[Category:Customization]]
	__NOTOC__		__NOTOC__

← Older revision		Revision as of 08:07, 9 August 2009
Line 1:		Line 1:
			*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]
			*[[Customization FAQ#When I update Commit, will all my customizations be preserved?\|When I update Commit, will all my customizations be preserved?]]
			*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]
			*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]
			*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]
			*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]
			*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]
			*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
			*[[Customization FAQ#Can I customize field settings in Commit?\|Can I customize field settings in Commit?]]
			*[[Customization FAQ#How can I customize Commit reports?\|How can I customize Commit reports?]]
			*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]
			*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
			*[[Customization FAQ#How can I embed my company logo in Commit reports?\|How can I embed my company logo in Commit reports?]]
			*[[Customization FAQ#See Also\|See Also]]


	===Is the system customizable?===		===Is the system customizable?===
	The system is customizable. You can customize reports, rename field labels, create new tabs and new data fields, manage values for drop down lists etc.		The system is customizable. You can customize reports, rename field labels, create new tabs and new data fields, manage values for drop down lists etc.

← Older revision		Revision as of 08:07, 8 July 2020
Line 3:		Line 3:
	===Getting Started===		===Getting Started===
	*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]		*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]
	*[[Customization FAQ#When I update ~~CommitCRM~~, will all my customizations be preserved?\|When I update ~~CommitCRM~~, will all my customizations be preserved?]]		*[[Customization FAQ#When I update RangerMSP, will all my customizations be preserved?\|When I update RangerMSP, will all my customizations be preserved?]]
	*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]		*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]
	*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]		*[[Customization FAQ#Is it possible to customize the default system tabs?\|Is it possible to customize the default system tabs?]]
	*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]		*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
	*[[Customization FAQ#How can I customize ~~CommitCRM~~ reports?\|How can I customize ~~CommitCRM~~ reports?]]		*[[Customization FAQ#How can I customize RangerMSP reports?\|How can I customize RangerMSP reports?]]
	*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]		*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
	*[[Customization FAQ#How can I embed my company logo in ~~CommitCRM~~ reports?\|How can I embed my company logo in ~~CommitCRM~~ reports?]]		*[[Customization FAQ#How can I embed my company logo in RangerMSP reports?\|How can I embed my company logo in RangerMSP reports?]]

	===Advanced Use===		===Advanced Use===
Line 15:		Line 15:
	*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]		*[[Customization FAQ#Can I create a new custom tab with my own custom data fields?\|Can I create a new custom tab with my own custom data fields?]]
	*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]		*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]
	*[[Customization FAQ#Can I customize field settings in ~~CommitCRM~~?\|Can I customize field settings in ~~CommitCRM~~?]]		*[[Customization FAQ#Can I customize field settings in RangerMSP?\|Can I customize field settings in RangerMSP?]]
	*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]		*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]

Line 26:		Line 26:


	===When I update ~~CommitCRM~~, will all my customizations be preserved?===		===When I update RangerMSP, will all my customizations be preserved?===
	All your data and customization settings are preserved after any updates are applied to ~~CommitCRM~~.		All your data and customization settings are preserved after any updates are applied to RangerMSP.


Line 60:		Line 60:


	===Can I customize field settings in ~~CommitCRM~~?===		===Can I customize field settings in RangerMSP?===
	Yes, you can customize the following field settings:		Yes, you can customize the following field settings:

Line 71:		Line 71:
	*Enabling lists to be sorted by this field		*Enabling lists to be sorted by this field

	To modify the field settings, log in to ~~CommitCRM~~ as an Administrator, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.		To modify the field settings, log in to RangerMSP as an Administrator, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.


	===How can I customize ~~CommitCRM~~ reports?===		===How can I customize RangerMSP reports?===
	To customize ~~CommitCRM~~ reports, open the Reports window, select the report you want to customize, select '''Copy''' from the toolbar and enter your new report name. The copied report will be selected. Select the '''Design''' button from the toolbar, and the report designer will open.		To customize RangerMSP reports, open the Reports window, select the report you want to customize, select '''Copy''' from the toolbar and enter your new report name. The copied report will be selected. Select the '''Design''' button from the toolbar, and the report designer will open.

	Design the report layout and save.		Design the report layout and save.
Line 90:		Line 90:


	===How can I embed my company logo in ~~CommitCRM~~ reports?===		===How can I embed my company logo in RangerMSP reports?===
	You can set/modify a textual header (with your company name, etc.) for all reports at once by selecting Tools > Options… from the main menu. In the Options window, go to the Reports tab and click on Edit Header.		You can set/modify a textual header (with your company name, etc.) for all reports at once by selecting Tools > Options… from the main menu. In the Options window, go to the Reports tab and click on Edit Header.

	You can brand ~~CommitCRM~~ reports with a customized image logo by customizing the reports.		You can brand RangerMSP reports with a customized image logo by customizing the reports.

	To customize ~~CommitCRM~~ reports, open the Reports windows and select a report you would like to customize. From the Reports menu, select Copy and choose a name for your new report. Check that the copied report is selected, and select Edit from the Reports menu. The report designer opens.		To customize RangerMSP reports, open the Reports windows and select a report you would like to customize. From the Reports menu, select Copy and choose a name for your new report. Check that the copied report is selected, and select Edit from the Reports menu. The report designer opens.

	In order to allow an image to be displayed in the header, you need to disable the textual header. To do so, move all the fields located above the Header title/band to below the Header title. Right-click the Header title and unmark the Visible option.		In order to allow an image to be displayed in the header, you need to disable the textual header. To do so, move all the fields located above the Header title/band to below the Header title. Right-click the Header title and unmark the Visible option.

← Older revision		Revision as of 08:57, 10 August 2009
Line 1:		Line 1:
	*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]		*[[Customization FAQ#Is the system customizable?\|Is the system customizable?]]
	*[[Customization FAQ#When I update ~~Commit~~, will all my customizations be preserved?\|When I update ~~Commit~~, will all my customizations be preserved?]]		*[[Customization FAQ#When I update CommitCRM, will all my customizations be preserved?\|When I update CommitCRM, will all my customizations be preserved?]]
	*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]		*[[Customization FAQ#How do I rename fields?\|How do I rename fields?]]
	*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]		*[[Customization FAQ#Are there predefined custom fields?\|Are there predefined custom fields?]]
Line 7:		Line 7:
	*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]		*[[Customization FAQ#Is there a limit on how many custom fields I can create?\|Is there a limit on how many custom fields I can create?]]
	*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]		*[[Customization FAQ#Can I edit existing drop down value lists?\|Can I edit existing drop down value lists?]]
	*[[Customization FAQ#Can I customize field settings in ~~Commit~~?\|Can I customize field settings in ~~Commit~~?]]		*[[Customization FAQ#Can I customize field settings in CommitCRM?\|Can I customize field settings in CommitCRM?]]
	*[[Customization FAQ#How can I customize ~~Commit~~ reports?\|How can I customize ~~Commit~~ reports?]]		*[[Customization FAQ#How can I customize CommitCRM reports?\|How can I customize CommitCRM reports?]]
	*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]		*[[Customization FAQ#How Can I add new data fields and labels to a report?\|How Can I add new data fields and labels to a report?]]
	*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]		*[[Customization FAQ#Where Can I find the customized reports?\|Where Can I find the customized reports?]]
	*[[Customization FAQ#How can I embed my company logo in ~~Commit~~ reports?\|How can I embed my company logo in ~~Commit~~ reports?]]		*[[Customization FAQ#How can I embed my company logo in CommitCRM reports?\|How can I embed my company logo in CommitCRM reports?]]
	*[[Customization FAQ#See Also\|See Also]]		*[[Customization FAQ#See Also\|See Also]]

Line 19:		Line 19:


	===When I update ~~Commit~~, will all my customizations be preserved?===		===When I update CommitCRM, will all my customizations be preserved?===
	All your data and customization settings are preserved after any updates are applied to ~~Commit~~.		All your data and customization settings are preserved after any updates are applied to CommitCRM.


Line 53:		Line 53:


	===Can I customize field settings in ~~Commit~~?===		===Can I customize field settings in CommitCRM?===
	Yes, you can customize the following field settings:		Yes, you can customize the following field settings:

Line 64:		Line 64:
	*Enabling lists to be sorted by this field		*Enabling lists to be sorted by this field

	To modify the field settings, log in to ~~Commit~~ as an Administrator, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.		To modify the field settings, log in to CommitCRM as an Administrator, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.


	===How can I customize ~~Commit~~ reports?===		===How can I customize CommitCRM reports?===
	To customize ~~Commit~~ reports, open the Reports window, select the report you want to customize, select '''Copy''' from the toolbar and enter your new report name. The copied report will be selected. Select the '''Design''' button from the toolbar, and the report designer will open.		To customize CommitCRM reports, open the Reports window, select the report you want to customize, select '''Copy''' from the toolbar and enter your new report name. The copied report will be selected. Select the '''Design''' button from the toolbar, and the report designer will open.

	Design the report layout and save.		Design the report layout and save.
Line 83:		Line 83:


	===How can I embed my company logo in ~~Commit~~ reports?===		===How can I embed my company logo in CommitCRM reports?===
	You can set/modify a textual header (with your company name, etc.) for all reports at once by selecting Tools > Options… from the main menu. In the Options window, go to the Reports tab and click on Edit Header.		You can set/modify a textual header (with your company name, etc.) for all reports at once by selecting Tools > Options… from the main menu. In the Options window, go to the Reports tab and click on Edit Header.

	You can brand ~~Commit~~ reports with a customized image logo by customizing the reports.		You can brand CommitCRM reports with a customized image logo by customizing the reports.

	To customize ~~Commit~~ reports, open the Reports windows and select a report you would like to customize. From the Reports menu, select Copy and choose a name for your new report. Check that the copied report is selected, and select Edit from the Reports menu. The report designer opens.		To customize CommitCRM reports, open the Reports windows and select a report you would like to customize. From the Reports menu, select Copy and choose a name for your new report. Check that the copied report is selected, and select Edit from the Reports menu. The report designer opens.

	In order to allow an image to be displayed in the header, you need to disable the textual header. To do so, move all the fields located above the Header title/band to below the Header title. Right-click the Header title and unmark the Visible option.		In order to allow an image to be displayed in the header, you need to disable the textual header. To do so, move all the fields located above the Header title/band to below the Header title. Right-click the Header title and unmark the Visible option.

← Older revision		Revision as of 08:08, 9 August 2009
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	==See Also==		==See Also==
	Customization		*[[Customization]]

	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Customization]]		[[Category:Customization]]