Customizing the List View Groups

You can customize the list view tabs by adding or removing columns, changing the column order and adjusting the column widths. Infor CRM SLX recognizes the changes each time you log in using the same browser and computer. You can also hide or show the list view check boxes.

Note: These changes are not available from another computer and are lost if you clear the browser cache. To make permanent changes to a group, use the Query Builder Layout tab.

To add or remove columns:

  1. On the list view, open the group you want to edit.
  2. Click add.png (Add Column) and select the field of the columns you want to appear in the grid and clear the fields of the columns you want to hide in the grid. When finished, move the cursor off of the menu and click to close the menu.

To change the column order:

  1. On the list view, open the group you want to edit.
  2. Click the column header for the column to be moved and drag the column to the desired location.

To change the column width:

  1. On the list view, open the group you want to edit.
  2. Place the mouse over the edge of the column until the cursor changes and then click and drag the edge of the column to the desired width.

To hide or show the check box column:

  1. On the list view, open the group you want to edit.
  2. Right-click any column header and select the first option to show the check boxes or clear the first option to hide the check boxes.
  3. When finished click outside the box.

To hide or show check boxes on all groups:

  1. From the Tools menu, select Options.
  2. On the Groups tab

To undo the customization:

  • On a list view, right-click the group tab you want to undo the changes for and click Revert Layout.

    Reverts any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab.