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Page designer

The Page Designer tool allows us to edit the layout of the details pages, as well as the filters.

Selecting Page Designer from the setup menu will open the designer window for the entity in which we are launching from.In the Fields list on the left, we see the fields that can be used in the entity.

The VIEW BLOCK DESIGNER (identified as the green section) gives us the ability to change the order using the arrows, and hide unnecessary entities using the disable option (square icon with x).

The ROW MANAGER (located below the VIEW BLOCK DESIGNER) allows us to add new rows and blocks. Add a new row to the Row manager by using + NEW ROW. You can also remove unnecessary rows (REMOVE ROW button), as well as move rows using the drag-and-drop icon. .

Use the button (+ NEW BLOCK) to add new blocks to corresponding row. You can also move the blocks by dragging and dropping the block where needed.

 

Below ROW MANAGER is the BLOCK MANAGER. This contains individual sections and blocks, including fields – as they appear in the layout of the detail. We can name the new block here by selecting the pencil icon that is above each block, type the name and then save it (disk icon). We can also assign a color to each block.

Blocks are graphically separated with a gray separator between the blocks. Using the arrow below the title and block options icons, we can also select a color for the border of that specific block.

Adding a column to a block (using the plus icon, see figure) will keep the same title and border color, and the columns will not be graphically separated. The columns and fields will sit side-by-side within the block.

 

Fields can be drag-and-dropped from the list of Fields in the left section of the Page Designer, or moving fields between blocks (you may drag a field from one block into another). Clicking the disable field icon (x inside a box), located in each of the fields on the right, will hide the label for that particular field. By checking the eye icon, the entire field will be hidden, but will be physically present. The trashcan icon removes the field from the layout, and back to the Fields section for future use. If we click on the checkmark, other fields will go into the change mode, with each arrow showing up and down. Clicking on one of these arrows will move the selected field to either above or below the field depending on whether you selected the up or down arrow.
To maximize customization of the layout, we can choose individual bookmarks in the Subgrid. Adding a new item to the subgrid is done using the + icon. Change the order in the subgrid using the arrows, and remove the item from the subgrid by selecting the trashcan icon.

Category: VistosCRM HelpBy eswadminNovember 15, 2018

Author: eswadmin

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Související příspěvky

Grids & Subgrids
November 16, 2018
Track changes
November 16, 2018
Discussion
November 16, 2018
Documents
November 16, 2018
Profiles & Access Rights
November 15, 2018
Print reports
November 13, 2018
Kategorie článků
  • General(1)
  • VistosCRM Help(23)
  • VistosCRM Tips & Tricks(6)
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    V čem jsme dobří
    Zabýváme se mnoha odvětvými ve světě informačních technologií.
    Programování
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    • We have chosen Vistos CRM from Euro Softworks s.r.o.  as a comprehensive CRM solution that enables us to manage customer information from partners in our service concept, including the ability to create subdivisions. We mainly appreciate the built-in features for data cleaning and validation, automatic addition of information from the business register and reporting tools. Vistos CRM is a good tool for managing business not only with focus on customers.

      Lukáš Štelcl
      Manager of service concept ACC – Stahlgruber
    • Euro Softworks helped us at the beginning with the establishment of Salesforce licenses for nonprofit organizations. We appreciate responsive approach while setting up our customizations and we would like to express that we are satisfied with the selection of our Salesforce partner. We are happy to further recommend this company.

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      Roman Novotný
      Member of supervisory board, Bátor Tábor
    • We were facing problems with ineffective setup automation in Salesforce for a long time. Thanks to the Euro Softworks audit, we got an overview of the stage of all automation in Salesforce instance. We also highly appreciate the proactive approach in consultations.

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      Jan Škapa
      IT Director, Students For Liberty
    • For our entire company, I can say that Vistos CRM from Euro Softworks s.r.o. became for us an essential and important part of our business. It greatly facilitates our work, saves time and allows us to monitor, how we are doing in terms of sales. It also helps us with planning work and its distribution among employees. We appreciate the clarity of the system, the ability to filter by order parameters and we also appreciate quick search. We can just recommend Vistos CRM.

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      Petr Coch
      Executive director, AVANTICA
    • Vistos CRM from Euro Softworks s.r.o. helps us to deal with our customers, we actively use it to create and plan marketing activities, track the development of individual stores and much more. Since it’s implementation and for the time of using the system, we are very satisfied with it. A great advantage for us is the possibility to customize Vistos CRM at any time according to our needs. We also appreciate the proactive approach of Vistos CRM support.

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      Denisa Vacíková
      Consultant, trainer and project coordinator in MgC Consulting
    • We have been using CarRental system from Euro Softworks s.r.o.  since 2014 and we are happy with it. CarRental significantly helps us with the car rental operation, it facilitates work with clients and the administration of the whole car rental business. Programmers from Euro Softworks s.r.o. tailored an application for us, where we can easily and quickly record short and long rentals of our vehicles for corporate clients. The system has brought our car rental companies into a better overview and increased the efficiency of our employees’ performance, who are spared the lengthy filling of paper or excel forms and spreadsheets.

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      Stoszková Kateřina
      PLPM a.s.
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