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To select a panel, in the Customizer Selection window, double-click the module, task, and panel to customize. In the Customizer Panel Selection window, click the Create a New Customized Panel option and select the user or group and company that the customization will apply to. Click OK.
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To select a previously customized panel, in the Customizer Selection window, double-click the [Customized Panels] folder. Select the module, task, and panel to customize for the desired user and company.
On the panel, right-click or double-click the grid to modify.
This task is available only for some modules.
Use Grid Definition to add or remove fields, hide columns, and set viewing options for a grid.
Grids are used in all data entry programs in some modules. In each data entry panel, a primary grid contains the main entry fields. A secondary grid on the same panel provides additional informational fields for each row in the primary grid. Grids allow increased flexibility in data entry, as users can customize grid columns and rows, search grid contents, and export grid data.
After a column is hidden in a grid, users cannot view or personalize the column. If a panel has two grids, the columns that you can hide are unique to each grid.
1. Add Fields |
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2. Hide Columns |
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3. Options |
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