Difference between revisions of "Section Ordering"
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m (Rob Kay moved page Page Tab Order to Tab Ordering: Functionality changed in Feb 2017 release.) |
Alanconway (talk | contribs) m (Alanconway moved page Tab Ordering to Section Ordering) |
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | ''Location in standard build:'' '''''accessed by clicking the "Edit | + | ''Location in standard build:'' '''''accessed by clicking the "Edit Sections" button for any Type listed on the [[Customise Orgs & People]] page''''' |
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| − | + | This page lets you control which sections appear on each Type's [[Details Screen]]. | |
| − | + | Sections can be shown/hidden, re-ordered, and re-named as required. Though every Type uses the same set of sections, these can be ordered and/or named differently for different Types. | |
| − | == | + | ==Section editing== |
| − | + | Sections are shown either in the Main Details or Additional Details headings. Un-used sections will be listed in Not Used. | |
[[File:cl_TO_2.png|border]] | [[File:cl_TO_2.png|border]] | ||
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You can: | You can: | ||
| − | * Drag and drop | + | * Drag and drop sections into the relevant heading: Main or Additional Details depending on their frequency of use. |
| − | * Double click on tabs to rename them (remember, the | + | * Double click on tabs to rename them (remember, the section will only be renamed for that Type of Organisation/Person; if you want a section renamed for all Types, you will have to make the change for each Type individually) |
* Click "Save Details" at the bottom of the page to apply the changes you have made. | * Click "Save Details" at the bottom of the page to apply the changes you have made. | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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Latest revision as of 10:25, 15 February 2023
Location in standard build: accessed by clicking the "Edit Sections" button for any Type listed on the Customise Orgs & People page
This page lets you control which sections appear on each Type's Details Screen.
Sections can be shown/hidden, re-ordered, and re-named as required. Though every Type uses the same set of sections, these can be ordered and/or named differently for different Types.
Section editing
Sections are shown either in the Main Details or Additional Details headings. Un-used sections will be listed in Not Used.
You can:
- Drag and drop sections into the relevant heading: Main or Additional Details depending on their frequency of use.
- Double click on tabs to rename them (remember, the section will only be renamed for that Type of Organisation/Person; if you want a section renamed for all Types, you will have to make the change for each Type individually)
- Click "Save Details" at the bottom of the page to apply the changes you have made.
