View Options To Customize The Grid Section

There are a number of tables and table views you can access inside each Connected Business module. From the User Role Layout form you can customize columns to suit your preference.

View Options to Customize the Grid Section

1. From the System Manager module > Customize > Role.
   
   
   
   
   
   The User Role list form will be displayed.
   
   
   
2. You can edit the forms for specific user roles logged in to Connected Business by selecting your preferred user role from the User Role list form. The User Role form will be displayed. From here you can choose what module you wish to modify its forms. Double-click on a module to open the User Role layout form.
   
   
   
   
   
3. There will be many items from the Detail tab to select from.
   
   
   
   
   
   Select one item from the Detail tab in the form to edit its corresponding form layout.
   
   
   
   
   
   From here you can customize your selected form's layout and functions.
   
   
4. Select a form that has a grid layout, or a table view. From the column area, right-click and select Column Customization.
   
   
   
   
   

See More: Maintain User Roles