Customize Record View
The record view is made up of three parts:
- Top Left
- Top Right
- Bottom
Each firm is installed with a default Record View. This can be modified for all users or you can create a custom view and share it with specific users.
While all record views settings are global, each user can select the view they wish to use. A user can create a custom view, but others can see and use that view if they wish.
All record views appear on this dialog. For firms synchronizing with Outlook, the Outlook view is used to display the information on the CE Details button.
After adding a new Record View (or highlighting an existing Record View) and clicking Properties, you can choose the fields and locations you wish to display.
Check the box to include the field and notice which area of the view you are in (Top Left, Top Right, or Bottom). A field cannot appear in two places. If you already had the field in one area and then clicked to add it to another, the system will automatically uncheck the first box. Use the None button to remove all fields. Use the Up/Down buttons to reposition them on the display.
When you're finished, be sure to choose the layout you will see. Choose your default layout for this database from the dropdown list.