Setting up a customized link opening a M3 Graphical Lot Tracker Search

  1. Select System Administration > Panel Settings .
  2. Click the Plus sign to expand the list of a feature object that allows customized links, for example Customer Tabs.
  3. Click Edit to select a record, for example Lot Details.
  4. Click the Add link field.
  5. Select Enter a value... in the Field field.
  6. Specify a label name in the Field heading field and customized link name in the Value field.
  7. Click Next to continue or Cancel to close the dialog box.
  8. Select Search in the Bookmark type for a customized link opening M3 Graphical Lot Tracker Search page.
  9. Click Next to continue or Cancel to close the dialog box.
  10. Select a Search type value that represents the required search for the customized link, for example Sale.
  11. Click Next to continue, Back to return to the previous option, or Cancel to close the dialog box.
  12. A list of parameters corresponding to the selected search value is displayed.
  13. Select one or multiple GLT Field(s) from the menu for each of the necessary search parameters.
    Note: You can specify the value from the list or leave it blank.
  14. Once all the chosen parameters are selected, click Finish to create the customized link, Back to return to the previous option, or Cancel to close the dialog box.
  15. Once the process is complete, the custom link is available for the user.
    Note: New links can be rearranged in Panel Settings.
    The link name is added to the System Administration > Application Localization list for the user to translate to the other languages.
    Note: If a customized link name is not specified, the newly added link keeps the same name as the original field. You can find and disable the original field in Panel Settings.
    Note: When you select the Panel Settings > Reset to Default, you can exclude customized links from being deleted.