Like any other system that allows basic customization, coreBOS CRM allows the management of the fields that appear on the screen: Create custom fields, hide fields of the application and even organize them so that they are presented in the form that suits us best.

At this point, we will see from where and how we can do all this.

• As for all administration tasks, we login as ADMINISTRATOR user and access SETTINGS

• Access to MODULE MANAGER

• For both Standard and Custom modules, we access the specific settings by clicking on the hammer icon

• Access to Layout Editor

 

 

• Arriving at a screen such as this one (case ORGANIZATION MODULE)

 

Create custom fields

Once we have reached the Layout Editor from the module where we want to create new custom fields, we have to do the following for each field that we want to create:

• We click on the Add Custom Field icon

 

 

• We select the type of field desired and define the values requested by our system. For example in the case of the Text field: the label (the name that will appear on screen) and your extension (that is, how many characters we want.) Explore the rest of the options since you'll see that it's intuitive.

 

 

The custom field will be created within the block in which you have clicked on the icon Add Custom Field. As you can see there is an icon for each block of fields.

TYPES OF FIELD THAT CAN BE CREATED:

Text | Numerous | Percentage | Date | E-mail | Phone | List | URL | Checkbox | Text area | Multi-Selection List | Skype | Weather | Relationship | Image

Hide Custom Fields

Part of the basic customization work, in addition to creating our fields personalized, consists of the opposite, in hiding the fields that are not necessary to us. We manage to improve the usability of the system by leaving only the relevant information to our business. Let's see here how to hide the fields of the application that do not make us lack.

• As in the previous point of Creating Custom fields, we access as user administrator to Settings> Module Manager> Layout Editor from the module in which we want to do the management (in our example ORGANIZATIONS )

• From here we click on the Hidden Fields icon.

 

 

• Then we can see the fields that have already been hidden. In our example, we see that there is none

 

 

• We are going to hide a field that we do not need; in this case the Industry field.

• We click on the Edit Properties icon of the field that we want to hide.

• The Attributes of this field appear. To hide it, we select the Active attribute and click on Save. With this, we have already hidden the field.

 

 

• We can check this if we click again on the Hidden Fields icon

 

 

• From here we can return to show a hidden field: selecting Unhide Fields.

Distribute Fields

Once we have created new custom fields and have hidden fields that aren’t desired, we can locate them following our logical structure of work. In the views of data, as you may have noticed, the fields are grouped in blocks. Through this process, we can move fields from one block to another and even change the order of presentation of these blocks as a set of fields that go together.

In the case of the ORGANIZATION module, we will see how fields can be moved within a block and how to change fields from one block to another. Here we have the example of a block.

 

 

We access the Layout Editor for ORGANIZATIONS, following the path: Module Manager> Organizations> Layout Editor

• In the case, for example, the PHONE field.

• With the arrows, we can move the field UP and DOWN within the same block.

 

 

• With we can directly move the field to another column (in this case to left as the PHONE field is on the right)

 

 

• Finally, from the icon that appears at the top of the module, we can move fields that are in other blocks to insert them into the module in which we are in that moment; taking into account that by doing this, the selected field will disappear from the field it was in (that is, it will not be repeated in two different blocks).

 

 

Other Actions that you can carry out

 

ORGANIZE RELATED LISTS

Related lists are those entities or modules that are related to a given module. How can you see this? Well, in the case of ORGANIZATIONS, we can see from the More Information Tab (according to configuration).

 

 

• Positioning above the tab on this tab, we will automatically see the list of modules (or lists) related to the module in which we are.

 

 

• If we click on the tab we can see all these lists and all the information linked with them.

 

 

Well, we can change the order in which these lists appear. How?

• Well, from the Layout Editor of the module in question and by clicking on the button Arrange Related List.

 

 

• When clicking, this window appears where we can perform this operation using the icons that appear on the right.

 

 

ADD BLOCKS

For each module, there are a series of blocks (sets of grouped fields of logical form) that come by default.

• If in the parameterization stage of our application, we want to create new blocks in a module, this is done through the Adblock button from the Layout Editor.

 

 

• Clicking the window appears, where we define the name of the block and where we will indicate the position in which we want to insert this block.

 

CHANGE ORDER OF BLOCKS

Once the blocks are created, if we want to change the order in which they appear, we can do by clicking on the relevant icon.

 

 

EDIT PROPERTIES OF THE FIELDS

• To edit the properties of a field, for example, the Organizations Email field, we click on the icon for this.

 

 

• We access the Field Property window, where we can activate or deactivate the properties needed.