Field Customization - Revision history

Dina at 08:10, 8 July 2020

2020-07-08T08:10:51Z

← Older revision		Revision as of 08:10, 8 July 2020
Line 1:		Line 1:
	{{customization}}		{{customization}}

	~~CommitCRM~~ is very flexible. You can customize reports, rename field labels, create new tabs and new data fields, and manage values for drop-down lists, etc.		RangerMSP is very flexible. You can customize reports, rename field labels, create new tabs and new data fields, and manage values for drop-down lists, etc.

	__TOC__		__TOC__
	==Customizing Existing Fields==		==Customizing Existing Fields==
	Fields in ~~CommitCRM~~ can be customized when needed. You should modify the default settings only when required; the system defaults are usually sufficient.		Fields in RangerMSP can be customized when needed. You should modify the default settings only when required; the system defaults are usually sufficient.

	Fields in ~~CommitCRM~~ can be customized with the following settings:		Fields in RangerMSP can be customized with the following settings:
	*The Name of the fields as displayed throughout the system where a field name is displayed		*The Name of the fields as displayed throughout the system where a field name is displayed
	*The field Label and Hint		*The field Label and Hint
Line 16:		Line 16:
	*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 a user with full privileges, 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 a user with full privileges, 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.

	<u>Managing drop-down list values</u><br>You can also manage values for drop down lists throughout the system. For example, you can add values to the Ticket Types (e.g. Hardware, Installation, Software etc.). To add or modify values in the list, select '''[edit list...]''' from the drop down list.		<u>Managing drop-down list values</u><br>You can also manage values for drop down lists throughout the system. For example, you can add values to the Ticket Types (e.g. Hardware, Installation, Software etc.). To add or modify values in the list, select '''[edit list...]''' from the drop down list.
Line 45:		Line 45:
	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.		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.

	In any case, it is always recommended to backup your ~~CommitCRM~~ installation before performing any customization!		In any case, it is always recommended to backup your RangerMSP installation before performing any customization!

Dina at 07:14, 20 May 2020

2020-05-20T07:14:21Z

← Older revision		Revision as of 07:14, 20 May 2020
Line 35:		Line 35:
	You can either add existing fields to be displayed in your tab, or create totally new fields in the database that will be displayed in your tab.		You can either add existing fields to be displayed in your tab, or create totally new fields in the database that will be displayed in your tab.

	[[File:~~commit_setup_guide_field_new_window~~.gif\|center]]		[[File:setup_guide_field_new_window.gif\|center]]

	When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.		When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.

Robert: /* Adding New Tabs */

2014-08-24T13:03:31Z

Adding New Tabs

← Older revision		Revision as of 13:03, 24 August 2014
Line 24:		Line 24:
	==Adding New Tabs==		==Adding New Tabs==

	~~for~~ instructions on adding new tabs, go to [[Tab Management]].		For instructions on adding new tabs, go to [[Tab Management#Adding_New_Tabs\|Tab Management]].

	<br>		<br>

Robert at 13:01, 24 August 2014

2014-08-24T13:01:23Z

← Older revision		Revision as of 13:01, 24 August 2014
Line 23:		Line 23:

	==Adding New Tabs==		==Adding New Tabs==
	~~You can add new fields by going to each window, and under the window's menu, go to '''Tools > Tab Management''' (e.g. Accounts > Tools > Tab Management).~~

	[[~~File:commit_setup_guide_tab_management_menu.zoom61.png\|center~~]]		for instructions on adding new tabs, go to [[Tab Management]].

	~~Create a new tab in the [[Tab Management]] window. You can also rename user-defined tab by selecting the relevant tab and clicking the Tab Properties icon.~~
	~~You can manage which tabs are displayed for the entity using the Tools > Tab Management window.~~

	~~[[File:Tab-management2.png\|center]]~~

	~~Notes:~~
	~~# The 'General' tab cannot be removed from the display.~~
	~~# Tabs order cannot be modified.~~
	<br>		<br>

Robert at 11:32, 24 August 2014

2014-08-24T11:32:38Z

← Older revision		Revision as of 11:32, 24 August 2014
Line 57:		Line 57:


	==~~Tab Management~~==		==See Also==

	Tabs can be shown or hidden as required in the List or the Tabs Bar & List, in either '''Simple''' layout mode or '''Advanced'''. Even tabs which are hidden can still be quickly accessed through the new drop-down '''All Tabs''' menu which appears at the top right corner of the displayed tabs.		* [[Tab Management]]

	~~To change the order of tabs:~~

	~~# Open the Tab Management window ('''Tickets > Tools > Tab Management''' for example).~~
	~~# Select the relevant tab in the list.~~
	~~#Click the up or down arrows.~~

	~~To set the tab visibility:~~

	~~# Open the Tab Management window.~~
	~~# Select the tab in the list.~~
	~~# Click '''Edit tab settings'''.~~
	# In the Tab Properties popup you can now define the name of the tab and you can specify whether to show or hide the tab in either Simple or Advanced layout modes and if shown then whether it should be in the tabs bar and list or just the tabs list.

	[[~~File:~~Tab~~-management.png\|center~~]]

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

Robert: /* Adding New Tabs */

2014-08-24T11:29:46Z

Adding New Tabs

← Older revision		Revision as of 11:29, 24 August 2014
Line 27:		Line 27:
	[[File:commit_setup_guide_tab_management_menu.zoom61.png\|center]]		[[File:commit_setup_guide_tab_management_menu.zoom61.png\|center]]

	Create a new tab in the Tab Management window. You can also rename user-defined tab by selecting the relevant tab and clicking the Tab Properties icon.		Create a new tab in the [[Tab Management]] window. You can also rename user-defined tab by selecting the relevant tab and clicking the Tab Properties icon.
	You can manage which tabs are displayed for the entity using the Tools > Tab Management window.		You can manage which tabs are displayed for the entity using the Tools > Tab Management window.

Robert: /* Adding New Tabs */

2014-08-24T11:26:36Z

Adding New Tabs

← Older revision		Revision as of 11:26, 24 August 2014
Line 30:		Line 30:
	You can manage which tabs are displayed for the entity using the Tools > Tab Management window.		You can manage which tabs are displayed for the entity using the Tools > Tab Management window.

	[[File:~~commit_setup_guide_tab_management_window~~.~~gif~~\|center]]		[[File:Tab-management2.png\|center]]

	Notes:		Notes:

Robert at 11:25, 24 August 2014

2014-08-24T11:25:32Z

← Older revision		Revision as of 11:25, 24 August 2014
Line 48:		Line 48:
	When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.		When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.

	[[File:~~Commit_setup_guide_field_new_types~~.~~gif~~\|center]]		[[File:Tab-management3.png\|center]]

	Field type can be a simple text or numeric field, or a selection field pointing to objects from your database, such as Account, Document, or when using the Linked Object Type, you can choose between Asset, Ticket, Opportunity or Contract.		Field type can be a simple text or numeric field, or a selection field pointing to objects from your database, such as Account, Document, or when using the Linked Object Type, you can choose between Asset, Ticket, Opportunity or Contract.

Robert at 09:31, 21 August 2014

2014-08-21T09:31:58Z

← Older revision		Revision as of 09:31, 21 August 2014
Line 55:		Line 55:

	In any case, it is always recommended to backup your CommitCRM installation before performing any customization!		In any case, it is always recommended to backup your CommitCRM installation before performing any customization!


			==Tab Management==

			Tabs can be shown or hidden as required in the List or the Tabs Bar & List, in either '''Simple''' layout mode or '''Advanced'''. Even tabs which are hidden can still be quickly accessed through the new drop-down '''All Tabs''' menu which appears at the top right corner of the displayed tabs.

			To change the order of tabs:

			# Open the Tab Management window ('''Tickets > Tools > Tab Management''' for example).
			# Select the relevant tab in the list.
			#Click the up or down arrows.

			To set the tab visibility:

			# Open the Tab Management window.
			# Select the tab in the list.
			# Click '''Edit tab settings'''.
			# In the Tab Properties popup you can now define the name of the tab and you can specify whether to show or hide the tab in either Simple or Advanced layout modes and if shown then whether it should be in the tabs bar and list or just the tabs list.

			[[File:Tab-management.png\|center]]

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

Sheli: /* Creating New Fields */

2012-03-21T11:47:37Z

Creating New Fields

← Older revision		Revision as of 11:47, 21 March 2012
Line 38:		Line 38:

	==Creating New Fields==		==Creating New Fields==
	~~Then~~ you can go to Tools > Field Management to ~~create~~ new ~~fields for your new tab~~. You can ~~also use~~ existing ~~system~~ fields ~~which~~ will be displayed in ~~the user-defined~~ tab.		To add new fields to user-defined tabs you can use two options:
			# Right-click the tab area and choose Add New Field to Tab.
			# Go to Tools > Field Management and from the Field Management Window, click the New icon to add a new field.

			You can either add existing fields to be displayed in your tab, or create totally new fields in the database that will be displayed in your tab.

	[[File:commit_setup_guide_field_new_window.gif\|center]]		[[File:commit_setup_guide_field_new_window.gif\|center]]

			When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.

			[[File:Commit_setup_guide_field_new_types.gif\|center]]

			Field type can be a simple text or numeric field, or a selection field pointing to objects from your database, such as Account, Document, or when using the Linked Object Type, you can choose between Asset, Ticket, Opportunity or Contract.

	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.		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.